Social Security seems poised for changes in benefits and eligibility age. 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. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.
Prerequisites:
None
Advanced Preparation:
None
PRICING DETAILS
Register early to take advantage
of the best price! Please note, discounted pricing is already reflected in the
online price. No promo code is needed.
Through December 12: $296 MICPA
Members / $446 Non-Members
December 13 - December 26: $316 MICPA Members /
$466 Non-Members
December 27 - January 9, 2025: $336 MICPA Members / $486
Non-Members
Practitioners who have clients contemplating receipt of Social Security.