Courses

Maximizing Your Social Security Benefits

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Member Price: $0.00 Non-Member Price: $0.00

Date/Time:: Nov 19, 2018, 1:00pm–4:30pm
Venue:: Capitol Plaza Hotel (Montpelier, VT 05602)
100 State St.
Montpelier, VT 05602
Developer:: Surgent McCoy CPE, LLC
Level:: Basic

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement- and estate-planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad of all the other related retirement planning issues.

Highlights

Retirement benefits: What the amount of benefits is in various circumstances

Spousal benefits: Should a spouse return to work?

What benefits does a spouse have and when and how do they relate to benefits decisions by the client?

Claiming on Social Security: Advantages and disadvantages at ages 62, 66, and 70

Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children

Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?

Designed For

Practitioners who have baby boomer clients with significant wages or earned income

Prerequisite

None

Advanced Preparation

None