Print Page   |   Contact Us   |   Sign In   |   Join
Social Security and Medicare: Maximizing Retirement Benefits (126-16)
Tell a Friend About This EventTell a Friend
 

Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn about FICA, the Medicare tax, and more. You will cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.

10/28/2016
When: Friday, October 28, 2016
12:00 PM - 3:30 PM
Where: UACPA Training Room
136 South Main Street, Suite 510
Salt Lake City, Utah  84101
United States
Presenter: Michael Blackburn
Contact: April Deneaul
801-466-8022


Online registration is closed.
« Go to Upcoming Event List  

Acronym CL4SSM16
CPE 4 hours
Category
Tax
Level Intermediate
Vendor AICPA
Who should attend

CPAs, professional accountants, and financial advisors

Prerequisite
Basic knowledge of Social
Security and Medicare
Fees: Early Bird

Standard

Member N/A
$170
Non-Member: N/A
$195

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description

Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn about FICA, the Medicare tax, and more. You will cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare. Specific topics include:

  • What Medicare will and will not do
  • Managing Medicare gaps
  • Analyzing the wide menu of Social Security benefits
  • Social Security benefits for workers and families: retirement, survivor, disability, and death benefit
  • Tax impact of social security premiums and benefits
  • Impact of the new 3.8% Medicare surtax on investment income 

Objectives

  • Recall the role of the Social Security Administration and how FICA applies to the funding of Social Security, and Medicare benefits.
  • Identify the benefit eligibility issues.
  • Determine Social Security benefits and the implications retirement age has on those benefits.
  • Identify what types of Social Security survivor benefits are available.
  • Identify the disability income benefits and the multiple factors that can impact those benefits.
  • Identify coverages and costs associated with Medicare and what it does not cover.

 

 

Membership Management Software Powered by YourMembership  ::  Legal