Social Security and Medicare: Maximizing Retirement Benefits

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Online registration for this course is now closed. Please contact the Member Service Center at
(800) 342-3197 if you wish to inquire about registering.

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4.0 Credits

The U.S. Social Security system provides retirement, disability and survivor benefits to millions of Americans. But your clients who are currently paying into the system may have questions about the long-term future of Social Security and Medicare. Attend this webcast to learn about FICA, Medicare tax and more. We will cover real-world examples, so you can advise your clients on making optimal Social Security and Medicare decisions.


* Recall the role of the Social Security Administration and how FICA applies to the funding of Social Security and Medicare benefits.

* Identify the benefit eligibility issues.

* Determine Social Security benefits and the implications retirement age has on those benefits.

* Identify what types of Social Security survivor benefits are available.

* Identify the disability income benefits and the multiple factors that can impact those benefits.

* Identify coverages and costs associated with Medicare

Major Topics

Key topics

* What Medicare will and will not do

* Managing Medicare gaps

* Analyzing the wide menu of Social Security benefits

* Social Security benefits for workers and families: retirement, survivor, disability and death benefit

* Tax impact of social security premiums and benefits

* Impact of the 3.8% Medicare surtax on investment income

* Recent changes to the Medicare law

Designed For

* CPAs and professional accountants * Financial advisers


Basic knowledge of Social Security and Medicare