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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.

Notes:

Course code Code 22WC-1028
Sponsor CalCPA Education Foundation
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.

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