September 22, 2021


4 Total CPE Credits


Maximizing Your Social Security Benefits (SSR4)

  • Instructor

    Michael Frost

Learning Objectives

Identify who is entitled to retirement benefits and in what amounts Summarize the factors one must consider in determining when to take benefits Discuss the taxation of Social Security benefits and how this impacts other income tax planning Identify and describe the potential effects of retirement and estate planning strategies

Major Topics

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 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?

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Tax


Basic knowledge of retirement planning

Advanced Preparation


Intended Audience

Practitioners who have clients contemplating receipt of Social Security



This event has ended.