June 20, 2019


In-Person

Spectrum Beach Club
925 Beach Club Trl, Gulf Shores, Baldwin County, Alabama 36542-8142


4 Total CPE Credits

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Maximizing Your Social Security Benefits

  • 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? Can shifting income to a spouse increase overall benefits?
  • 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

4
Total CPE
4
Taxes

Spectrum Beach Club

925 Beach Club Trl, Gulf Shores, Baldwin County, Alabama 36542-8142

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Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Tax

Prerequisites

Basic knowledge of retirement planning

Advanced Preparation

NONE

Intended Audience

Practitioners who have baby boomer clients with significant wages or earned income

Provider

Surgent McCoy CPE

This event has ended.