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.
•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