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Webcast
2
Advanced
Taxes
Social Security: Indispensable Information for Financial Professionals (Recommended)

Course Description

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.  

 


Instructor

Martha Shedden

Martha is passionate and enthusiastic about educating financial professionals and retirees on the details of Social Security. Over 10,000 Baby Boomers are retiring every day and they need accurate, detailed information to make the very best individual Social Security income election decision. Social Security planning is also the foundation and first step to creating a financially secure retirement plan.

In addition to certification as a Chartered Retirement Planning Counselor (CRPC), through the College of Financial Planning, Martha is also a National Social Security Advisor (NSSA).



Course Specifics

Taxes
May 9, 2018
Social Security: Indispensable Information for Financial Professionals (Recommended)
WC18186418
Familiarity with Social Security rules, terms and claiming strategies


Compliance Information

103220
IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01280-18-O
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1226
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No


Learning Objectives

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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