Social Security Basics and Strategies for Maximizing Benefits 26-27

Overview

Though many clients see Social Security as a government benefit, it is really a covered worker’s investment asset to be managed like any other asset. This course examines how Social Security benefits are calculated, identifying benefit-claiming strategies and what spouses can do now to maximize benefits at retirement. You’ll learn how Social Security works and explore common planning situations’including workers with and without spouses, sandwich-generation families with dependent parents and minor children, and surviving and/or divorced spouses’with the focus on techniques to maximize your clients’ benefits.

Highlights

• Social Security planning, benefit calculation, and beneficiaries • Recent changes to “file and suspend” and “restricted application” strategies • Increasing benefits for divorced and surviving spouses • Early retirement and the earnings test • An overview of the obstacles beneficiaries face when claiming Social Security disability benefits • Integrating retirement plan distribution strategies with Medicare and Social Security claiming strategies

Designed For

CPAs, financial advisers, attorneys, insurance and other professionals.

Objectives

• Determine how Social Security works, how benefits are calculated, who are beneficiaries, and techniques to maximize your clients’ benefits • Recognize the language and forms of the Social Security Administration • Outline the earnings test and other drawbacks to drawing benefits early and how to plan around them

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!