CPE Course Information
General Information
Course Number: | W010522 |
Course Title: | Gear Up Thomson Reuters Social Security - Co Sponsored Event - 6 hours |
Description: | Webinar Bundle credits not valid on this webinar. It is estimated 10,000 baby boomers are retiring each day. This trend is expected to continue for the next 16 years. Most Americans nearing or at retirement age have little understanding of their benefits and as a result Social Security planning has now come to the forefront. Social Security planning represents a great opportunity for those practitioners who are seeking year-round counseling and financial planning fees. Topics include: • Reasons why you should consider adding Social Security and retirement planning. • A process for planning • Understanding the benefit calculation • Analyzing the benefit statement and gaining access to your online account • What happens if you take benefits early, at full-retirement or delay • Understanding the earnings test and it’s misconceptions • Who can receive benefits off or your record? • A real-life case study of an extended family • How does the COLA come into play? • Understanding the family maximum benefit • Traps set for government workers • Taxation of Social Security and the tricks to mitigate it • Understanding the changes from the Bipartisan Budget Act- how they impacted planning and the lucky few who can take advantage of an opening. • Can I change my mind? • How to get a lump sum payment • Understanding Survivors benefits and the need for insurance planning • Bend point analysis- Do I really want to pay the full amount? • How IRMAA can complicate retirement |
Speaker: | Timothy J. Sundstrom, CPA, CFP |
Knowledge Level: | Basic |
Sponsor: | PSTAP - Co Sponsored |
Date: | 06/16/2022 |
Number of Days: | 1 |
Location: | Webinar |
Address: |
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CPE Credits: | 6 Credits Tax (Federal) |
Host Chapter(s): | State |
Registration Information
Registration Begins: | |
Start Time: | 9:00 a.m. |
End Time: | 3:00 p.m. |
Pricing
PSTAP Member Rate: | 170.00 |
Non-Member Rate: | 245.00 |
Cancellation Policy
No refunds will be granted after link to access webinar has been sent. Please check spam/junk folder. No show, no refund. |
Additional Information
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