Mobile Edition

Social Security Basics and Strategies For Maximizing Benefits (4172922E)

Date:Tuesday, January 9, 2018
Time:9:30 AM - 5:00 PM
(Registration at 9:00 AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Technical Business
Instructor: Randy Gardner
Vendor:California CPA Education Foundation
Course Level:Basic
Early Bird Price:$245.00 FICPA Members, $365.00 Non-Members


Though many clients look at Social Security as a government benefit, it is actually a covered worker's investment asset to be managed like any other investment asset. Examine issues like how Social Security benefits are calculated, identifying benefit-claiming strategies and what spouses can do now to maximize benefits at retirement. Learn how Social Security works and explore common planning situations, including workers with and without spouses; sandwich generation families with dependent parents and minor children; and surviving and/or divorced spouses.

  • Determine how Social Security works, how benefits are calculated, who are beneficiaries and techniques to maximize your clients' benefits.
  • Recognize the language and forms of the Social Security Administration.
  • Outline the earnings test and other drawbacks to drawing benefits early and how to plan around them.
  • Determine which planning products to use to calculate the best strategy for your clients.

Major Topics:
  • Social Security planning, benefit calculation and beneficiaries.
  • Recent changes to "file and suspend" and "restricted application" strategies.
  • Increasing benefits for self-employed individuals.
  • Plan for surviving spouses.
  • Integrating retirement plan distribution strategies with Social Security claiming strategies.
  • Coordinating drawing Social Security benefits with the start of Medicare benefits.

Who Should Attend:

CPAs, financial advisers, attorneys, insurance and other professionals who provide service to retirees.


Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - 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.