March 19, 2019


Webcast Replay


4 CPE

Social Security and Medicare: Maximizing Retirement Benefits

March 19, 2019
Webcast Replay
4 CPE

Social Security and Medicare: Maximizing Retirement Benefits

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

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 3.8% Medicare surtax on investment income
  • Recent changes to the Medicare law

CPE Credits Available

4 CPE
4
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax

Prerequisites

Basic knowledge of Social Security and Medicare

Intended Audience

CPAs, professional accountants, and financial advisors

Provider

AICPA

This event has ended.