Print Page   |   Contact Us   |   Your Cart   |   Sign In   |   Join
Strategies for Maximizing Social Security Benefits (SPMB)
Register Tell a Friend About This EventTell a Friend
 

As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.

 Export to Your Calendar 5/26/2017
When: Friday, May 26, 2017
11:00 AM - 1:00 PM
Where: Webinar/Webcast
United States
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA
Contact: April Deneault
801-466-8022


Online registration is available until: 5/26/2017
« Go to Upcoming Event List  

Description:

As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.

Subjects:

  • When is a person eligible to take Social Security benefits?
  • Selecting the most advantageous option for taking Social Security benefits
  • Is there a best age to start taking Social Security benefits?
  • How to maximize Social Security benefit payments to surviving spouses
  • How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?
  • How minor children can collect Social Security benefits based on the work record of an older parent

Objectives:

  • Determine what options a given client has with respect to initiating Social Security payments
  • Advise divorced clients with respect to their ability to receive Social Security benefits from a former spouse
  • Advise married clients their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse

Design For:

Tax practitioners who anticipate advising clients with respect to any aspect of the Social Security system, and particularly with respect to the time when a client can/should initiative Social Security benefits distributional

Membership Management Software Powered by YourMembership  ::  Legal