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Social Security and Medicare: Maximizing Retirement Benefits

Type: Audio Webcast
Date: October 21, 2014
Time: 01:00 PM - 04:40 PM ET
Recommended CPE Credit: 4
*Earn CPE
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This Update is being offered on multiple dates and times. At bottom of page, select the date/time that best fits your schedule.

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.

    Field of Study: Taxes
    Level: Intermediate
    Prerequisites: Basic knowledge of Social Security and Medicare

    Important Information on Your CPE Credit


    Webcast Annual Pass
    Social Security and Medicare: Maximizing Retirement Benefits
    Individual CPE
    October 21, 2014
    Audio Webcast ,
    Product# VCL4SSM013
    Availability: Online Access
    Live Webcast
    Regular:$199.00
    AICPA Member:$149.00
    Your Price:$199.00
    Social Security and Medicare: Maximizing Retirement Benefits
    Individual CPE
    November 24, 2014 1:00PM - 4:40PM ET
    Audio Webcast ,
    Product# VCL4SSM015
    Availability: Online Access
    Live Webcast
    Regular:$199.00
    AICPA Member:$149.00
    Your Price:$199.00
    Social Security and Medicare: Maximizing Retirement Benefits
    Individual CPE
    December 16, 2014 1:00PM - 4:40PM ET
    Audio Webcast ,
    Product# VCL4SSM016
    Availability: Online Access
    Live Webcast
    Regular:$199.00
    AICPA Member:$149.00
    Your Price:$199.00
    Social Security and Medicare: Maximizing Retirement Benefits
    Individual CPE
    December 29, 2014 08:30AM - 12:40PM ET
    Audio Webcast
    Product# VCL4SSM017
    Availability: Online Access
    Live Webcast
    Regular:$199.00
    AICPA Member:$149.00
    Your Price:$199.00
    To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.