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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

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