TaxSpeaker

2016 Social Security-Understanding Your Clients' Future

eBooks

Credit Hours: 8

By: Bob Jennings CPA, EA & Ron Roberson CPA

Quantity

Additional Exams **

$123.00
 
IRS Number: 5KBKR-T-00399-16-S
Product Description:

The Social Security Administration tells us that 10,000 Americans will turn 65 today, tomorrow and every single day for the next 14 years. This is the single biggest demographic change in the history of our country, with the single biggest need for advice. As Americans approach retirement age, they do not know where to turn for unbiased advice. In this incredible course, we provide you with the knowledge, the software and the guides to offer this new phenomenally in-demand advice to your clients. Updated for the latest changes, the 2016 complete Social Security course has new chapters on adding a Social Security consulting practice (with marketing and engagement letters as well as software guides) and planning situations. We recommend this class to all professionals of all ages because of the long-term planning possibilities.

Product Details
Credit Hours: 8
Price: $123.00
Shipping: Download immediately. Download Table of Contents
Availability: Available on May 6, 2016
Testimonials

Course Objective

Upon completion of this course, you will be able to-Explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information; Guide clients through the process of applying for Social Security benefits; Explain to client when they will qualify for survivors’ benefits; Explain the disability protections to clients as well as when they are eligible for benefits and how their benefit amount is determined; Inform clients about the various health insurance benefits for which they are eligible under Medicare; Walk clients through various scenarios of how adjusting their earnings will affect their benefits; Provide planning advice on when client should begin to withdraw their benefits; Provide married couples with strategies to receive the maximum benefit.

Field of Study

Taxes

Prerequisites

None

Course Level

Basic

NASBA Category

Taxes

Publication Date

**One exam credit is included at no charge with each product purchased. Additional exam credits can be purchased above. Exams can be taken up to 1 year from purchase date.

2016 Social Security-Understanding Your Clients' Future

eBooks

Credit Hours: 8

by Bob Jennings CPA, EA & Ron Roberson CPA