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Social Security and Medicare: Maximizing Retirement Benefits

  • 03/19/2019
  • 8:00 AM - 11:00 AM
  • WEBINAR AICPA

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Our Social Security system provides retirement, disability and survivor benefits to millions of Americans. However, the long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are currently paying into the system. Attend this webcast to learn about FICA, Medicare tax and more. We will cover real-world examples, so you can advise your clients on making optimal Social Security and Medicare decisions.

Topics discussed 
• What Medicare will and will not do 
• Managing Medicare gaps 
• Analyzing the wide menu of Social Security benefits 
• Social Security benefits for workers and families: retirement, survivor, disability and death benefit 
• Tax impact of social security premiums and benefits 
• Impact of the 3.8% Medicare surtax on investment income 
• Recent changes to the Medicare law

When you complete this webcast, you will be able to: 
• Recall the role of the Social Security Administration and how FICA applies to the funding of Social Security and Medicare benefits. 
• Identify the benefit eligibility issues. 
• Determine Social Security benefits and the implications retirement age has on those benefits. 
• Identify what types of Social Security survivor benefits are available. 
• Identify the disability income benefits and the multiple factors that can impact those benefits. 
• Identify coverages and costs associated with Medicare.

Designed For: CPAs, professional accountants, and financial advisors

Level: Intermediate

Instructor: Ted Sarenski

Developer: AICPA

CPE Credits: 4

Area of Study: Taxes  4

Prerequisite: Basic knowledge of Social Security and Medicare


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