With the Baby Boom generation entering retirement in record numbers, advisors are getting more questions about Social Security and Medicare. The pandemic has forced more people to apply for and collect social security benefits earlier than they may have planned.
Political proposals suggest possibly major tax increases on high income earners to support these Programs.
Understanding the complex rules and requirements and eligibility issues of these Programs is important when you must answer questions from your clients or their aging parents. Learn the essentials of each Program, when benefits are available, spousal eligibility, divorced spousal eligibility, and more. Examine how these benefits are taxed and which strategies one should employ to maximize benefits and avoid surprising and costly penalties.
Instructional MethodGroup: Internet-based
NASBA Field of Study
Specialized Knowledge and Applications (2 hours)
Program PrerequisitesBasic understanding of social security and medicare.