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Maximizing Your Social Security Benefits (JS-SSR4/22)

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Maximizing Your Social Security Benefits (JS-SSR4/22)

Member Price $139.5
Non-Member Price $189.5
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June 28, 2022 @ 9:00 am - 12:30 pm

Event Description

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues

Designed For

Practitioners who have clients contemplating receipt of Social Security


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

Major Subjects

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?


Basic knowledge of retirement planning


June 28, 2022
9:00 am - 12:30 pm


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