22WC-1028: Social Security Basics and Strategies for Maximizing Benefits (Webinar)
If you have questions about this event, please call us at 952-831-2707.
Date
Thursday, December 22, 2022
Time
10:00am
-
5:30pm
Central Time
Location
Online
CPE credits
CPE
8.0
Field(s)
of study
Specialized Knowledge - Technical (8.0)
Fees
|
Standard Member Fee |
$289.00
|
|
Standard Nonmember Fee |
$389.00
|
Description
Determine how Social Security works, how benefits are calculated, who are beneficiaries, and techniques to maximize your clients' benefits. Though many clients look at Social Security as a government benefit, it is actually a covered worker's investment asset to be managed like any other investment asset. Examine issues like how Social Security benefits are calculated, identifying benefit-claiming strategies, and what spouses can do now to maximize benefits at retirement. Learn how Social Security works and explore common planning situations, including workers with and without spouses; sandwich generation families with dependent parents and minor children; and surviving and/or divorced spouses.
Who should take this program?
CPAs, financial advisers, attorneys, insurance and other professionals.
Major subjects
-
Social Security planning, benefit calculation, and beneficiaries.
-
Recent changes to "file and suspend" and "restricted application" strategies.
-
Increasing benefits for self-employed individuals.
-
Planning for surviving spouses.
-
Integrating retirement plan distribution strategies with Social Security claiming strategies.
-
Coordinating drawing Social Security benefits with the start of Medicare benefits.
Learning objective(s)
-
Determine how Social Security works, how benefits are calculated, who are beneficiaries, and techniques to maximize your clients' benefits.
-
Recognize the language and forms of the Social Security Administration.
-
Outline the earnings test and other drawbacks to drawing benefits early and how to plan around them.
-
Determine which planning products to use to calculate the best strategy for your clients.
Course code
Code
22WC-1028
Sponsor
NASBA ID#: 104822
Level
Basic
Format
Group Internet Based
Prerequisites
Prereq.
None
Advance
prep
None
If you have questions about this event, please call us at 952-831-2707.
