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.
This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Q&A transcript. CPE is issued after exam is successfully completed.
Genaro Cardaropoli, CPA