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Social Security and Medicare: Maximizing Retirement Benefits

Author/Moderator: Carla Gordon, CFP, CSA, MSFS
Publisher: AICPA
Availability: In Stock
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Description

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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 what matters, 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:
When you complete this course, you will be able to:

  • Describe 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.
  • Describe 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.

Prerequisite: Basic knowledge of Social Security and Medicare

Advanced Preparation: None

Table of Contents

Excerpts

Videocourse Details

NASBA Field of Study: Taxes
Level: Intermediate
Recommended CPE Credit: 6
Social Security and Medicare: Maximizing Retirement Benefits
Text , 2014
Product# 745610
Availability: In Stock
Regular:$168.75
AICPA Member:$135.00
Your Price:$168.75
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