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About
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.
CPAs, professional accountants,
and financial advisers not covered.
• 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 3.8% Medicare surtax on investment income
• Recent changes to the Medicare law
CPAs, professional accountants,
and financial advisers
Basic knowledge of Social
Security and Medicare
None
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