Social Security - What Advisors Need to Understand Regarding Social Security When Meeting With Clients 2017

Social Security - What Advisors Need to Understand Regarding Social Security When Meeting With Clients 2017 is a webinar that covers topics such as:

• SS eligibility
• How SS benefits are computed
• How to coordinate spousal benefits and how to compute the spousal boost
• Consequences of taking benefits early and benefits of taking benefits later
• How SS benefits are taxed
• The impact of various SS claiming strategies to surviving spouse benefits
• Of many case studies to review the various SS options available in many situations
• How benefits may be impacted by the Annual Earnings Test
• How to use the restricted application to help clients to maximize their benefits
• When children are available for benefits

Social Security - What Advisors Need to Understand Regarding Social Security When Meeting With Clients 2017 is intended for:

• CPAs
• Advisors assisting clients with social security claiming options
• Tax professionals
• EA (Enrolled Agent)
• Insurance agent
• Financial advisors
• HR personnel
• Lawyers
• Tax Managers
• Financial Officers
• Internal Auditors
• Accounts Payable Managers
• Staff with roles and responsibilities in purchasing
• Information technology design staff
• Tax Compliance Management
• Vendor Management