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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 |   May 2019 |   Taxes |   AICPA Store
Help your clients make optimal decisions.
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.

The long-term future of the American Social Security system which provides retirement, disability, and survivor benefits to millions, is uncertain. This is triggering big concerns for many workers who are paying into the system and need to make decisions about their retirement.

This self-study course features real-world situations around Social Security and Medicare to help you better advise your clients on their personal financial plans. Instructed by Theodore J. Sarenski, CPA/PFS, CFP®, who chaired the AICPA's Personal Financial Planning Executive Committee and Personal Financial Planning Elder Planning Task Force, this course features a manual and 8 online videos to ensure you have the tools you need.

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

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