Social Security Benefits & Claiming of Benefits (Completed)
Date: Friday, August 2, 2024
Instructor: Theodore Sarenski
Begin Time: |
9:00am Pacific Time 10:00am Mountain Time 11:00am Central Time 12:00pm Eastern Time |
CPE Credit: |
2 hours for CPAs 2 hours Federal Tax Related for EAs and OTRPs 2 hours Federal Tax Law for CTEC |
|
Social Security is the cornerstone of everyone’s Retirement Income – What You Need to Know
Topics Covered
- A review of the Social Security Trustees recent report and current legislation proposals
- A look at the Social Security Administration’s website and where it can help you and your clients get information
- An in-depth look at the computation of one’s Social Security benefit
- A review of the facts and statistics of Social Security
- Various case studies of how to optimize Social Security benefits for couples and singles
Learning Objectives
- Recognize how to verify an individual’s Social Security Benefit is computed correctly
- Identify the best way to assist clients in claiming Social Security benefits
- Recognize how to achieve the best Social Security claiming strategies for your clients
- Identify key areas your clients can adjust today to maximize their Social Security benefits in the future
- Recognize how to assess each individual clients financial situation to achieve maximum results
Level
Overview
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
?
Advance Preparation
None