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Social Security Basics and Strategies For Maximizing Benefits 4172922B
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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. Examine issues like how Social Security benefits are calculated, identifying benefit-claiming strategies and what spouses can do now to maximize benefits at retirement.

7/21/2017
When: 9:30 AM to 5:00 PM
Where: Webcast
CalCPA
4172922B
United States
Presenter: Randy Gardner, J.D., LLM, MBA, CPA, CFP®
Contact: April Deneault
801-466-10214


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Curriculums:   Retirement, Pensions, Financial Planning & Ins.,Individual Tax Planning and Return Preparation

NASBA Credit Category:  Specialized Knowledge

CPE Hours:  8

Description

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.

Materials are provided as an ebook.



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.
  • Plan for surviving spouses.
  • Integrating retirement plan distribution strategies with Social Security claiming strategies.
  • Coordinating drawing Social Security benefits with the start of Medicare benefits.

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.
  • 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.

Level:  Beginning

Designed For

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

Advanced Prep:

None.

Prerequisite

None.

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