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Social Security, Medicare & Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now

  December 12, 2018 from 8:00 a.m. to 3:30 p.m.
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Designed For:

Identify who is entitled to retirement benefits and in what amounts Identify factors to consider in determining when to take benefits Discuss taxation of Social Security benefits and how this impacts other income tax planning Identify and describe the potential effects of retirement and estate



Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement- and estate-planning objectives. Obtain both the background information on the Social Security system and the strategies clients will need in dealing with Social Security and the myriad of other related retirement planning issues.

Delivery Method: Group-live
CPE Credit: Taxes
Program Level: Basic