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Social Security and Medicare: Maximizing Retirement Benefits

Author/Moderator: Theodore J. Sarenski, CPA/PFS, CFP(R)
Publisher: AICPA
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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.

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

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

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).

Prerequisite: Basic knowledge of Social Security and Medicare

Advance Preparation: None

NASBA Field of Study: Taxes
Level: Intermediate
Recommended CPE Credit: Text - 7; On-Demand - 6.5
Social Security and Medicare: Maximizing Retirement Benefits
Text , 2016
Product# 745612
Availability: In Stock
AICPA Member:$129.00
Your Price:$169.00
Social Security and Medicare: Maximizing Retirement Benefits
CPE On-Demand , 2016
Product# 163252
Availability: Online Access 1 Year
For registered users only
AICPA Member:$99.00
Your Price:$129.00
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