Social Security - What Advisors Need to Understand Regarding Social Security When Meeting With Clients 2017
31 Aug 2017
Webinar
Description
Topics
SS eligibility
How SS benefits are computed
How to coordinate spousal benefits and how to compute the spousal boost
Consequences of taking benefits early and benefits of taking benefits later
How SS benefits are taxed
The impact of various SS claiming strategies to surviving spouse benefits
Of many case studies to review the various SS options available in many situations
How benefits may be impacted by the Annual Earnings Test
How to use the restricted application to help clients to maximize their benefits
When children are available for benefits
Who should Attend
CPAs
Advisors assisting clients with social security claiming options
Tax professionals
EA (Enrolled Agent)
Insurance agent
Financial advisors
HR personnel
Lawyers
Tax Managers
Financial Officers
Internal Auditors
Accounts Payable Managers
Staff with roles and responsibilities in purchasing
Information technology design staff
Tax Compliance Management
Vendor Management
Past Events
Social Security - What Advisors Need to Understand Regarding Social Security When Meeting With Clients 2017 - 31 Aug 2017, Webinar (70007)
Important
Please, check "Social Security - What Advisors Need to Understand Regarding Social Security When Meeting With Clients" official website for possible changes, before making any traveling arrangements
