Social Security and Medicare FAQs
Author: Theodore Sarenski
| CPE Credit: |
2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC |
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2027 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
Get the Answers to the most often asked questions of Social Security and Medicare
Publication Date: October 2024
Topics Covered
- When Should You Begin Social Security Benefits?
- How Can I Get an Estimate of What My Social Security Benefit Will Be?
- Will Social Security Be Around in the Future?
- When Should I Apply for Social Security Benefits?
- What If I Made a Mistake and Want to Undo My Starting Benefits?
- Does Social Security Notify You When You Have a Change in Circumstances?
- Will My Social Security Benefits Increase If I Continue to Work After Starting Benefits?
- How Does the Payback of Social Security Benefits Work Between the Ages of 62 and FRA?
- How Do Spousal Benefits Work?
- What Is Government Pension Offset (GPO)?
- What Is Windfall Eliminations Provision (WEP)?
- What Benefits Can Ex-Spouses Receive?
- When Someone Dies, Who Is Eligible for Survivor Benefits?
- What Happens If I Am Disabled?
- Why Won't Social Security Recognize the Power-of-Attorney I have for My Mother?
- Are Social Security Benefits Protected from Creditors?
- When Should I Apply for Medicare?
- Which Medicare Do I Choose?
- How Much Does Medicare Cost?
- What If I Don't Sign Up for Medicare Timely?
- What Is This IRMA I Hear About?
Learning Objectives
- Identify all the rules of the Social Security and Medicare systems
- Identify nuances and unusual situations that occur
- Recognize that some basic principles can bring up interesting questions
- Identify situations so you will be able to answer your clients’ questions when you talk to them about Social Security and Medicare
- Identify how many people were receiving Social Security benefits as retirees, spouses, survivors, or disabled persons in 2023
Level
Overview
Instructional Method
Self-Study
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
