Social Security and Medicare: Maximizing Retirement Benefits

Date: October 26, 2016 Time: 1:00 pm - 5:00 pm EST CPE: 4 Format: Webcast
EVENT 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.
Topics Discussed:
•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

LEARNING 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.
MAJOR TOPICS
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
EVENT DETAILS
CPE FIELD OF STUDY
Taxes (4 Credits)
INSTRUCTOR(S)
William Taylor
COURSE LEVEL
Intermediate
Loading