Lifecycle Financial Planning – Social Security Planning

Description

Social Security and Medicare benefits remain an integral part of the financial planning process for many clients, yet CPAs often feel unprepared to talk about these topics. Clients often want to know when they will qualify for benefits, how they obtain benefits, and if these benefits will even be available once they retire. Through easy-to-
understand examples and discussion, this course will review the fundamentals of the Social Security and Medicare systems. It will also help practitioners begin to identify planning opportunities that may be
available for current and future clients.

Learning Objectives

• Recall the different types of Social Security benefits
• State the tax treatment of Social Security benefits
• Compute the benefit change when one takes benefits before
and after the full retirement age
• Identify differences between commercial disability insurance
and social security disability benefits
• State how Social Security may be incorporated into a client’s
financial plan
• Name the different parts of Medicare
• Recognize the difference between Medicare and Medicaid

Major Topics

• Overview, Basic Terms, & Program Funding
• Insured Statuses & Calculating QCs
• Calculating Retirement Benefits
• Survivor Benefits
• Taxation of Social Security Benefits
• Social Security Disability Benefits
• Medicare Coverages
• Common Financial Planning & Client Questions

Provider
Peters Professional Education L.L.C.
Course Level
Basic
Professional Area of Focus
Taxation
Tax
CPE Field of Study
Taxes
4
Who Should Attend

CPAs who have clients that are nearing retirement or asking questions about Social Security and Medicare benefits.

Instructor(s)
David Peters
Prerequisites

Working knowledge of individual tax concepts.

Advanced Preparation

None

Location
Online
Event Information
When
Oct 19, 2023
12:30 pm - 4:30 pm EST
Location
Online
Total CPE Credits
4
Format
Webcast Replay

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$ (% off)
$160.00

NON-MEMBER


$ (% off)
$180.00
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Lifecycle Financial Planning – Social Security Planning


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