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Technical

Social Security and Medicare: Maximizing Retirement Benefits Logo aicpa

  William F. (Bill) Taylor, CPA |   $149.00 - 189.00 |   CPE: 7.0 |   AICPA |   Jun 2018 |   Taxes |   AICPA Store
Who Will Benefit?
  • CPAs, professional accountants, and financial advisors
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 percent Medicare surtax on investment income
  • Recent changes to the Medicare law
Learning Objectives
  • Recognize 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.
  • Recall Social Security benefits and the implications retirement age has on those benefits.
  • Identify what types of Social Security survivor benefits are available.
  • Recognize 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.

Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. Yet, the long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Updated for Tax Cuts and Jobs Act (TCJA), this CPE course gives you the tools you need to advise your clients on making optimal decisions when it comes to Social Security and Medicare.

Topics covered:
  • Personal financial planning: Technical: Retirement planning: Government programs, Intermediate

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