May 3, 2019


Webinar


4 CPE Credits

Webinar (AICPA): Social Security and Medicare: Maximizing Retirement Benefits

May 3, 2019
Webinar
4 CPE Credits

Webinar (AICPA): Social Security and Medicare: Maximizing Retirement Benefits

  • Instructor

    Ted
    Sarenski

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

  • 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

CPE Credits Available

4 CPE Credits
4
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Basic knowledge of Social Security and Medicare

Intended Audience

  • *

  • CPAs and professional accountants
  • Financial advisers

Provider

AICPA - Durham

This event has ended.