Complimentary for Members

On-Demand Self-Study


Top 10 Social Security Strategies to Maximize Benefits - 12/01/2024

To plan for maximizing lifetime social security benefits

On-Demand Self-Study

Learning Objectives

  • Upon completion of this course, you'll be able to:
  • Learn strategies for spousal, divorce, survivor, child, child-in-care
  • Understand the Windfall Elimination Provision (WEP)
  • Explore the Government Pension Offset (GPO) and alsoestate tax planning and charitable giving strategies.

Major Topics

  • Strategies for spousal, divorce, survivor, child, child-in-care
  • The Windfall Elimination Provision (WEP)
  • The Government Pension Offset (GPO) and alsoestate tax planning and charitable giving strategies.

CPE Credits Available

0
Specialized Knowledge / Industries (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Specialized Knowledge / Industries (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPA's, Attorneys and Tax preparers who have clients that will collect SocialSecurity

Provider

Foundation for Accounting Education

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