Surgent's Strategies for Maximizing Social Security Benefits
Monday, August 19, 2024
Webcast or Webinar, Online
1:00 PM - 3:00 PM (opens at 12:30PM) EST
2Credits
Technical Business
Registration is Open
Members
$99.00 Regular Price
Non-Members
$129.00 Regular Price
CPE PowerPass Users
Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$40.00 Members / $56.00 Non-Members
Don't have a CPE PowerPass? Click
here to find out more about the CPE PowerPass program.
Course Type: Webcast
Course Code: 24/SUSPMB12
Level: Intermediate
Vendor: Surgent
Field of Study: Taxes
Overview:
As the population of the United States ages, tax practitioners will be asked to advise their individual clients with respect to when they should begin to take Social Security benefits. This program will provide you with the background to knowledgeably discuss the benefit options available to Social Security beneficiaries and the alternative payment options available to married couples, dependents, a surviving spouse, and a divorced individual.Objectives:
- Determine what options a given client has with respect to initiating Social Security payments
- Identify other factors that could affect a claiming age decision
- Advise divorced clients with respect to their ability to receive Social Security benefits from a former spouse
- Advise married clients regarding their options with respect to maximizing Social Security benefits for the couple and for a surviving spouse
Major Topics:
- When is a person eligible to take Social Security benefits?
- Factors to consider when selecting an option for taking Social Security benefits
- Is there a best age to start taking Social Security benefits?
- How to maximize Social Security benefit payments for surviving spouses
- How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?
- How minor children can collect Social Security benefits based on the work record of an older parent
Major Topics:
- When is a person eligible to take Social Security benefits?
- Factors to consider when selecting an option for taking Social Security benefits
- Is there a best age to start taking Social Security benefits?
- How to maximize Social Security benefit payments for surviving spouses
- How can a divorced spouse collect Social Security benefits based on the work record of a former spouse?
- How minor children can collect Social Security benefits based on the work record of an older parent