Social Security and Medicare Planning Quarterly Update (Spring 2022) (Completed)

Date: Monday, April 18, 2022
Instructor: Steven G. Siegel
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Retirement Savings and Income Planning for CFP

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.

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.

Topics Covered

  • 2022 Rules and COLA Adjustments
  • Complex rules and requirements and eligibility issues
  • When benefits are available
  • Spousal eligibility
  • Divorced spousal eligibility
  • Examine how these benefits are taxed
  • Which strategies one should employ to maximize benefits
  • What Medicare does and does not cover
  • Avoid surprising and costly Medicare penalties

Learning Objectives

  • Identify the complexities of the social security system and gain an understanding of planning techniques for maximizing the timing and enjoyment of benefits
  • Recognize how to address crucial timing decisions for Medicare application and eligibility and determine what the Medicare system does and does not cover, and how planning can make a difference in what persons may receive


Instructional Method
Group: Internet-based

NASBA Field of Study
Specialized Knowledge and Applications (2 hours)

Program Prerequisites
Basic understanding of social security and medicare.

Advance Preparation

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