Product Image

Social Security and Medicare: Maximizing Retirement Benefits

Type: Audio Webcast
Date: August 12, 2014
Time: 01:00 PM - 04:40 PM ET
Recommended CPE Credit: 4
*Earn CPE
See Below To Add To Cart
Web Event Calendar
Print This Page

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
    August 12, 2014 1:00PM - 4:40PM ET
    Audio Webcast
    Product# VCL4SSM012
    Availability: Online Access
    Live Webcast
    AICPA Member:$149.00
    Your Price:$199.00
    To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.