Maximizing Your Social Security Benefits
Thursday, Oct. 23, 2025
8:30 a.m.-noon Central
4 CPE (4 technical)
Course code: 25SR-0018
View pricing
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. Gain essential background information on the Social Security system and effective strategies for addressing Social Security and related retirement planning issues with clients.
Major subjects
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Retirement benefits: What the amount of benefits is in various circumstances
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Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?
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Claiming Social Security: Advantages and disadvantages at ages 62, full retirement age and 70
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Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses and their children
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Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?
Learning objectives
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Identify who is entitled to retirement benefits and in what amounts
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Summarize the factors one must consider in determining when to take benefits
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Discuss the taxation of Social Security benefits and how this impacts other income tax planning
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Identify and describe the potential effects of retirement and estate planning strategies
Who should take this program?
- Practitioners who have clients contemplating receipt of Social Security
Pricing
|
Standard Member Fee |
$220.00
|
 Standard Nonmember Fee |
$270.00
|
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