IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

Social Security Benefits: Is It Worth It to Delay? (OnDemand Webinar)

$149.00

SKU: 409646EAU

Description

Gain a firm understanding of Social Security retirement benefits and when it makes sense to delay so you can properly advise your clients.Social Security has been in the news recently as we are only 11 years away from the year that the Trustees of the Social Security Trust Fund have predicted the system will run out of money and only be able to pay 80 of projected benefits. Your clients are going to be asking more and more questions about Social Security. This presentation will cover the history of Social Security how to apply for benefits a discussion of the optimal time to begin benefits, and a couple of case studies of optimal choices survivor Social Security benefits disability Social Security benefits and other Social Security nuance like the WEP, GPO, and divorce. After the presentation, you will have the materials and knowledge to guide your clients in making informed Social Security benefit decisions.

Date: 2023-04-27 Start Time: End Time:

Learning Objectives

History of Social Security
• 13 Major Changes Since Social Security Was First Enacted
• How to Apply for Benefits
• Online or in Person

Discussion and Case Studies of the Optimal Time to Begin Retirement Benefits
• 62, FRA, or 70 – or Any Other Age in Between
• Single, Married or Divorced
• Potential Family Benefits

Survivor Social Security Benefits
• Who Can Receive Benefits
• How Much Can Each Person Receive From the Work Record of the Deceased

Disability Social Security Benefits
• What Is Required to Receive Social Security Disability

WEP, GPO, and Other
• What Are the Special Situations Some Clients May Have

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Theodore J. Sarenski, CPA, CFP®, PFS, AEP-SageView Advisory Group

IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

Social Security Benefits: Is It Worth It to Delay? (OnDemand Webinar)

$199.00

SKU: 407692EAU

Description

Get a firm understanding of Social Security retirement benefits and know when it makes sense to delay so you can properly advise your clients.I believe that social security has been the American workers’ greatest investment and has been labeled the third rail of politics, and perhaps rightly so. However, dire predictions have recently been published about the collapse of the system, but are those predictions really warranted? This topic will take you from the beginning of social security to the present day and probable future. From the eligibility requirements and the exact procedure for the determination of benefits of individuals and spouses, to a discussion of taking benefits early or delaying benefits to a later age. The penalties for either the worker or the spouse taking benefits prior to a normal retirement age will be discussed. The government pension offset and the windfall elimination provision will be explained. In making a decision to take social security benefits at a current age or delaying the benefits to a later age, this topic will show you when the breakeven of total revenues from current or delayed benefits will occur and the probabilities of surviving to those ages.

Date: 2020-04-07 Start Time: End Time:

Learning Objectives

Determination of Benefits
• Eligibility
• Benefits

Spousal Benefits
• Nonworking Outside the Home
• Relatively Short Work Career
• Relatively Low Wages

Delayed Benefits
• Is It Worth It to Delay?
• Break-Even

The Future of Social Security
• Some Congressional Proposals

CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Robert Muksian, Ph.D.-Robert Muksian

IRS Form 1099, 1099-NEC, and Form 1099-MISC: Advanced Issues and Updates

Social Security Benefits: Is It Worth It to Delay? (OnDemand Webinar)

$199.00

SKU: 406042EAU

Description

Get a firm understanding of Social Security retirement benefits and know when it makes sense to delay so you can properly advise your clients.I believe that social security has been the American workers’ greatest investment and has been labeled the third rail of politics, and perhaps rightly so. However, dire predictions have recently been published about the collapse of the system, but are those predictions really warranted? This topic will take you from the beginning of social security to the present day and probable future. From the eligibility requirements and the exact procedure for the determination of benefits of individuals and spouses, to a discussion of taking benefits early or delaying benefits to a later age. The penalties for either the worker or the spouse taking benefits prior to a normal retirement age will be discussed. The government pension offset and the windfall elimination provision will be explained. In making a decision to take social security benefits at a current age or delaying the benefits to a later age, this topic will show you when the breakeven of total revenues from current or delayed benefits will occur and the probabilities of surviving to those ages.

Date: 2019-08-01 Start Time: End Time:

Learning Objectives

Determination of Benefits
• Eligibility
• Benefits

Spousal Benefits
• Nonworking Outside the Home
• Relatively Short Work Career
• Relatively Low Wages

Delayed Benefits
• Is It Worth It to Delay?
• Break-Even

The Future of Social Security
• Some Congressional Proposals

CLE (Please check the Detailed Credit Information page for states that have already been approved) ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Robert Muksian, Ph.D.-Robert Muksian