CPE Course Maximizing Your Social Security Benefits

Objective

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

Highlights

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?

Instructors

Prerequisites

Basic knowledge of retirement planning

Developer

Surgent McCoy CPE, LLC

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