Surgent's Social Security: Dispelling Common Myths with Essential Truths
Available Anytime
Location:
Online
2Credits
Technical Business
Registration is Open
FICPA Members
Nonmembers
$144.00 Regular Price
Product Code: SU24-SMT2-SSWC
Level: Basic
Vendor: Surgent
Field of Study: Taxes
Overview:
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. Join Heather Schreiber, RICPr, NSSAr, founder of HLS Retirement Consulting, LLC, and author of Social Security Advisor, as she dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security "on" button.Objectives:
- Advise clients on the latest applicable Social Security strategies
- Implement effective Social Security strategies for practitioners’ own needs
Major Topics:
- Will Social Security be there for me?
- How is my benefit calculated?
- Can I claim my benefit and work too?
- When do I stop paying Social Security taxes?
- Why does my government pension cause my benefits to be reduced?
- Can I claim spousal benefits now and my own later?
- What is my breakeven?
- Can I claim benefits from my ex-spouse?
- What do you mean I may pay taxes on my income benefits?
- … and more!
Designed For:
Accounting and finance practitioners seeking the latest Social Security guidance for themselves and their clientsPrerequisite:
NoneAdditional Info:
You will receive an email from info@surgent.com with instructions on how to log onto your course shortly. If you do not receive the email within the hour, please check your spam filter.
For technical support, registration questions or other customer service-related inquiries, please call (800) 778-7436 or email info@surgent.com. Phones are staffed from 8:30 a.m. to 5:00 p.m. Eastern Time, Monday through Thursday, and 8:30 a.m. to 4:00 p.m. Eastern Time on Friday.