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Often clients may have special situations such as working while collecting Social Security, a pension from non-covered employment, or a disabled child that make the Social Security decision more complex.
This course will provide you with detailed knowledge about the advanced Social Security topics that are not so frequently encountered, but must be understood to provide accurate, in-depth advice when offering Social Security and retirement income planning services to a broad base of clients and prospects.
The course also includes a brief review of the Social Security rule changes made in the Bipartisan Budget Act of 2015.
Upon successful completion of this course, participants will be able to:
- Recall the Social Security claiming strategy that is being phased out due to changes made in the Bipartisan Budget Act of 2015.
- Determine the monetary impact of the Windfall Elimination Provision and Government Pension Offset provisions on retirees Social Security benefits given specific case information.
- Specify which family members are eligible to collect Social Security benefits based on a worker's earnings when given the family's information.
- Calculate how much individual family members may collect in Social Security benefits based on the Family Maximum Benefit rules.
- Estimate the Family Maximum Benefit for a given case example.
- Choose the correct definition of combined (provisional) income.
- Recall the two different combined income thresholds for single and married taxpayers and the portion of their Social Security income than may be subject to taxation.
- Specify which family members are eligible to collect Social Security disability auxiliary benefits based on a disabled worker's earnings when given the family's information.
- Select the two amounts of Social Security benefits subject to taxation and the years those laws were enacted.
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