Social Security & Medicare
webinarProduct Description
Course Outline
Course Title & Author: 2021 Social Security & Medicare Robert Jennings CPA, CFP®
Credit Hours 8 Publication Date February 2, 2021
Introduction- 120 Minutes
Overview
Life Expectancies & Drawing ages
When to draw
Age break even points
Myths
2021 Changes
The 10 Benefits of Social Security
President’s proposals
Terminology
History
Where to go for more information
Categories of Benefits
Windfall Elimination Provision
Government Pension Offset
Taxability of Benefits
Summary of Benefits by taxpayer type
How to Sign Up
Calculating the Benefit- 30 minutes
Computation Years
Determining the Benefit Amount (Bend Points)
Cost of Living
Delayed Retirement Credits
Automatic Recomputation
Reduction of Benefits
Maximum Family Benefit
Benefit Calculator
Windfall Elimination Provision
Government Pension Offset
Qualifying for Benefits- 30 Minutes
Coverage Requirements
Status: Fully, partially and disability insured
Lump Sum death Payments
Foreign earnings
Qualified Recipients
Qualifying Income
Retirement Benefits- 60 Minutes
Full retirement age
Early and delayed retirement
Overview of survivor benefits
Spousal benefits
Deemed filing
File & suspend
Restricted application
Child in care & child benefits
Working while drawing
Divorce- 30 minutes
Qualifying for benefits
Remarriage
Benefit amounts
Survivor Benefits- 45 minutes
Widows and widowers
Multiple benefit qualifications
Benefit amount
Earnings limitations
Disability- 30 Minutes
Qualification
Types & Amount of benefits
Working while disabled
Survivor disability benefits
Child disability
Claims and appeals
Consulting- 5 minutes
Planning- 15 minutes
Medicare- 45 minutes
4 parts
Supplemental plans
When and how to sign up
Costs
Attendee Requirements
THIS IS A REBROADCAST - Earn Live CPE credit. This is a rebroadcast of an earlier webinar with a Live Moderator to answer your questions.
You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.
If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webcast in order to receive CPE credit.
You can log in 10 minutes early. Please note-you will not see or hear the speaker until the prompt start time.
All streaming webinar times listed are Eastern Time Zone. Please adjust to your time zone.
Prerequisites
NoneField of Study
Specialized Knowledge-8.00Hours
8NASBA Categories
Specialized Knowledge, TaxesCourse Level
IntermediateCourse Objectives
This course is the answer for any and all Social Security questions. Beginning with an overview of facts, taxability and benefits, the instructor then examines the individual rules to calculate benefits, when to draw, how to qualify and the tax inter-related aspects of these decisions. We then specifically and carefully discuss survivor and divorce benefits, children and other dependents, and disability. We then conclude with an in-depth and up-to-date explanation of Medicare. In prior years this course was sold to the general public as an Amazon best-seller on Social Security.
Speaker Details
Disclaimer
Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10-15 minute breaks.
Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.
Cancellation, Transfer and Refund Policy Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee. For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 for auxiliary aid needs or visit www.taxspeaker.com.
NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS.
Continuing Education
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Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.
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