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Social Security Basics and Strategies For Maximizing Benefits (4152922B)
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"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. We'll examine issues ranging from how Social Security benefits are calculated to benefit claiming strategies to 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

8/26/2015
When: 8/26/2015
9:30 AM - 5:30 PM
Where: Webcast/Webinar
Presenter: Randy Gardner, J.D., LLM, MBA, CPA, CFP®
Contact: April Deneault
801-834-6634


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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. We'll examine issues ranging from how Social Security benefits are calculated to benefit claiming strategies to 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; surviving and/or divorced spouses; and more.


 

Objectives:




    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.
    Recall 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.

 
  
        
   

Major Subjects:




    Social Security planning, benefit calculation and beneficiaries
    Increasing benefits for self-employed individuals
    Integrating retirement plan distribution strategy with Social Security claiming strategies
    Coordinating drawing Social Security benefits with the start of Medicare benefits



              

Designed For: CPAs, financial advisers, attorneys, insurance and other professionals who provide service to retirees.
 

Prerequisite:  None

Advanced Prep:  None

Speaker:  Randy Gardner, J.D., LLM, MBA, CPA, CFP®

Vendor: CalCPA

Field of Study:    Taxes

Level:  Beginning

CPE Credit: 8 Hours

Acronym: BPSS

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Randy Gardner, J.D., LLM, MBA, CPA, CFP®, is a professor of tax and financial planning and director of the Certificate in Financial Planning Program at the University of Missouri, Kansas City. He is coauthor of the books 101 Tax Saving Ideas and Tools and Techniques of Income Tax Planning and is a highly rated discussion leader. In 1997, he was recognized as Educator of the Year by the Missouri Society of CPAs.   Mr. Gardner is a member of WealthCounsel, LLC, and works as a tax, financial and estate planning consultant for more than 200 individual clients. He serves on the editorial board of The Journal of Financial Planning and on the Council on Examinations of the Certified Financial Planner Board of Standards. He is a member of the AICPA and the Missouri Society of CPAs. He has written dozens of articles for publications such as The Journal of Financial Planning, Taxation for Accountants, Practical Tax Strategies and Tax Adviser.

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