Though many clients see Social Security as a government benefit, it is a covered worker's investment asset to be managed like any other asset. Ex...
10/24/2024 10:00am - 5:30pm | Online | CalCPA
Members: $299.00, Non-members: $399.00
CPE Categories: Taxation (8 CPE)
Though many clients see Social Security as a government benefit, it is a covered worker's investment asset to be managed like any other asset. Examine issues like how Social Security benefits are calculated, identifying benefit-claiming strategies, and what spouses can do now to maximize benefits at retirement. You'll learn how Social Security works and explore common planning situations—including workers with and without spouses, sandwich-generation families with dependent parents and minor children, and surviving and/or divorced spouses—and techniques to maximize your clients' benefits.
CPAs, financial advisers, attorneys, insurance and other professionals.
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