CPE Course Maximizing Your Social Security Benefits

June 28, 2022

9:00AM — 12:30PM


Member Price $139.50
Non-member Price $189.50

Curriculum Taxation

Field of Interest Taxes (Technical)

Level Beginning

Designed For

Practitioners who have clients contemplating receipt of Social Security


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


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?



Basic knowledge of retirement planning


Surgent McCoy CPE, LLC

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