Webinar: Surgent's Social Security: Dispelling Common Myths with EssentialTruths
WS2210 | Course | Basic | Scheduled
Description
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. This course 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.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Taxes |
Designed For
Accounting and finance practitioners seeking the latest Social Security guidance for themselves and their clients
Prerequisites
None
Highlights
- 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!
Objectives
- Advise clients on the latest applicable Social Security strategies
- Implement effective Social Security strategies for practitioners’ own needs
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $119.00
- Non-Member (Early Bird)
- $119.00
- Member
- $119.00
- Non-Member
- $119.00