Complimentary for Members

July 26, 2024


Live Webcast


NYSED 1

Strategies to Help Maximize Social Security Benefits Tech Session Webinar

July 26, 2024
Live Webcast
NYSED 1
  • View Bio

    Instructor

    Ash
    Ahluwalia

    View Bio

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Gain an understanding of the basic rules governing Social Security, including eligibility criteria, benefit calculations, and the application process.
  • Review the important rules related to spousal, survivor, child, and divorce benefits.
  • Explore specific strategies available to maximize eligible Social Security benefits, including optimal claiming ages, benefit coordination for couples, and timing considerations.
  • Discover strategies to minimize the taxation of Social Security benefits, including income management techniques and tax-efficient withdrawal strategies from retirement accounts.

Major Topics

  • An understanding of the basic rules governing Social Security.
  • A review of the spousal, survivor, child, divorce and other important rules.
  • Specific strategies available to maximize eligible Social Security benefits.
  • Strategies to minimize the taxation of Social Security benefits.

CPE Credits Available

NYSED 1
0.5
Specialized Knowledge / Industries (NYSED) - NYSED
0.5
Taxation (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Specialized Knowledge / Industries (NYSED)
  • Taxation (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs and individuals seeking to gain additional knowledge on ways to maximize social security benefits

Provider

Foundation for Accounting Education

This event has ended.