Drawing on Social Security


Over $883 billion in social security benefits were paid in 2015, demonstrating that many of your aging clients may be approaching retirement. This webinar will give you the tools you need to help your clients navigate through planning for their retirement with social security.

Much of the baby boomer generation is considering retirement, if not already retired. The decision to draw social security is one of the most critical decisions a client can make. While social security eligibility and distributions are administered by the social security department, not by the IRS, clients will still have many questions, such as when to draw, what counts for earnings and if they can collect off their spouse. After attending this presentation, you will be able to provide basic advice on retirement planning.


Upon completion of this course, you will be able to:

  • Determine who is eligible to receive social security benefits.
  • Correctly calculate social security benefits.
  • Accurately calculate the taxable amount of social security benefits.
  • Describe the rules regarding spouses.

Course Details

Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.


Presented by: Genaro Cardarapoli, CPA

​​​​​How to Earn CPE

​To receive full credit for a webinar, you must respond to at least 70% of the polling questions that are asked by the instructor during the webinar and you must be logged in for at least 90% of the presentation.

Please allow up to 7 days for us to verify attendance and issue certificates.

Cancellation Policy

Because this is an online education offering, it is nonrefundable.

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