Social Security and Mediare: Maximizing Retirement Benefits (7 hours) - Webcast

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This is a Self-Study / On-Demand event. In the event title, "Webcast" indicates the event has a self-paced webcast to view with the materials to complete the self-study. "Download" indicates the user downloads only the materials to complete the self-study.

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. In this CPE course, learn what matters, cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.

Designed For

CPAs, professional accountants, and financial advisors

Objectives

* Describe the role of the Social Security Administration and how FICA applies to the funding of Social Security, and Medicare benefits * Identify the benefit eligibility issues * Determine Social Security benefits and the implications retirement age has on those benefits * Identify what types of Social Security survivor benefits are available * Describe the disability income benefits and the multiple factors that can impact those benefits * Identify coverages and costs associated with Medicare and what it does not cover

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.