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22SR-0025: Maximizing Your Social Security Benefits (Virtual)

If you have questions about this event, please call us at 952-831-2707.

Tuesday, June 7, 2022
8:30am - 12:00pm Central Time
4 CPE (4 technical)

Alternate dates & more options

As your baby boomer clients retire in droves, you can expect increased demand for strategies that blend Social Security with other retirement and estate planning objectives. Learn more about the Social Security system and the necessary planning strategies that work with it. Explore tax, financial and retirement planning strategies, including how they intersect and how you can help clients meet their retirement goals.

Major subjects

  • Retirement benefit amounts in various circumstances
  • Spousal considerations -- benefits of spouses, return-to-work scenarios and how spousal benefits relate to overall benefit decisions
  • Claiming Social Security -- advantages and disadvantages at ages 62, 66 and 70
  • Planning -- what clients approaching retirement age should consider now with respect to their benefits and the benefits of their spouses and children
  • Coordinating benefits -- take Social Security first and IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?

Learning objective(s)

  • Identify who is entitled to retirement benefits and in what amounts
  • Summarize the factors one must consider in determining when to take benefits
  • Discuss the taxation of Social Security benefits and how this impacts income tax planning
  • Identify and describe the potential effects of retirement and estate planning strategies

Who should take this program?

Financial advisers and tax practitioners who have clients contemplating Social Security benefits

Fees

Our records indicate you are a nonmember. If you register, you will be charged $259.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $209.00
checkmark Standard Nonmember Fee $259.00

More program information

Instructor Susan Smith, CPA
Location Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (4.0)
Level Basic
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. Basic knowledge of retirement planning recommended
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.