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On-Demand Webcast

Credits: 2

Qualifies For: IRS

$49
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Strategies and Planning for Maximizing Social Security Benefits (SPMB)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    2
  • Qualifies for

    IRS CPE

Overview

As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.

Major Topics:

  • When is a person eligible to take Social Security benefits?
  • Selecting the most advantageous option for taking Social Security benefits
  • Is there a best age to start taking Social Security benefits?
  • How to maximize Social Security benefit payments to surviving spouses
  • How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?
  • How minor children can collect Social Security benefits based on the work record of an older parent

Learning Objectives

  • Determine what options a given client has with respect to initiating Social Security payments
  • Advise divorced clients with respect to their ability to receive Social Security benefits from a former spouse
  • Advise married clients their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse

Who should take this course:

Designed for:

Tax practitioners who anticipate advising clients with respect to any aspect of the Social Security system, and particularly with respect to the time when a client can/should initiative Social Security benefits distributional

Prerequisite:

Basic knowledge of individual income taxation

Advanced Preparation:

None

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