CPE Self-Study

Social Security and Medicare: Maximizing Retirement Benefits

  • $99.00-$129.00
    Social Security and Medicare: Maximizing Retirement Benefits Online Access Product #: 163252
    AICPA Member: $99.00
    Non-Member: $129.00
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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. Use this CPE 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.

Learning Objectives

This course will prepare you 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

Key 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

Who Will Benefit?

  • CPAs, professional accountants, financial advisors, and others allied to the senior planning/retirement community (including insurance professionals, nursing home, social workers, assisted living, and retirement community)

System Requirements

About the Authors

Carla Gordon, CFP?, MSFS

Chicago, Illinois

Carla Gordon is enjoying her 28th year as a financial educator. She has led exam reviews enabling thousands of candidates to pass the rigorous CFP Exam as well as numerous insurance and NASD/FINRA exams. Gordon serves as the principal writer of the Personal Financial Specialist (PFS) Exam which is offered through the American Institute of Certified Public Accountants (AICPA). She has also designed and delivered continuing education courses in financial and estate planning for the AICPA and is currently developing six CE courses focused on financial and tax planning for older Americans.

She has designed training materials and delivered training programs for numerous financial services companies ranging from John Nuveen to Merrill Lynch. To date, she has authored twenty-four financial training books and manuals. Gordon is a contributing editor and senior instructor for the Ken Zahn CFP Review courses and serves on the financial planning faculty at De Paul University where she also plays an active role in course development. Ms. Gordon provides private coaching for CFP Exam candidates throughout the U.S. She is also a popular entertainer in Chicago's cabaret community

Theodore J. Sarenski, CPA/PFS, CFP(R)

Ted is the principal author of this guide. He is the president and CEO of Blue Ocean Strategic Capital, LLC. More than 30 years as a CPA and more than 20 years as a financial planner, plus extensive experience in individual taxation and estate planning, enable him to bring a unique dimension to wealth management. In addition to working directly with clients, Ted is recognized locally and nationally as a financial planning expert. He speaks regularly at conferences across the country and appears weekly on local television. He serves as chair of AICPA’s PFP Executive Committee Elder Planning Task Force and also is active in the New York State Society of CPAs. The AICPA PFP Division nominated him for the 2010 Distinguished Service Award for contributions to the profession.

About the Publisher


About the AICPA The American Institute of CPAs is the worlds largest member association representing the accounting profession, with more than 412,000 members in 144 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialty credentials for CPAs who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. Through a joint venture with the Chartered Institute of Management Accountants, it has established the Chartered Global Management Accountant designation, which sets a new standard for global recognition of management accounting.

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