Social Security: Dispelling Common Myths with Essential Truths
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Virtual
2.00 Credits
Member Price $109.00
Non-Member Price $189.00
Overview
You could pay $0 for this course!
For roughly 90% of American retirees, Social Security income will be the foundation of their retirement income. Yet, many are ill-prepared and lack understanding of the critical aspects of making an informed claiming decision. Further challenged to separate fact from fiction, consumers crave accurate information from knowledgeable professionals to make the most out of these coveted monthly benefits. This course dispels common myths about Social Security that lead to confusion and replaces them with the truth to an empowered retirement. Help your clients navigate their claiming age decisions with greater confidence, equipped with the essential truths they should consider before pushing the Social Security "on" button.
This course qualifies for reimbursement through the state’s Workforce Training Express Fund. Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-11354. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.
Highlights
Will Social Security be there for me? How is my benefit calculated? Can I claim my benefit and work too? When do I stop paying Social Security taxes? Why does my government pension cause my benefits to be reduced? Can I claim spousal benefits now and my own later? What is my breakeven? Can I claim benefits from my ex-spouse? What do you mean I may pay taxes on my income benefits? . and more!
Prerequisites
None
Designed For
Accounting and finance practitioners seeking the latest Social Security guidance for themselves and their clients
Objectives
Advise clients on the latest applicable Social Security strategies Implement effective Social Security strategies for practitioners’ own needs
Preparation
None
Leader(s):
Leader Bios
Douglas Stives, Surgent McCoy CPE LLC
Douglas Stives started his accounting career with Price Waterhouse and joined the Curchin Group in Red Bank, NJ in 1970. He specializes in tax and financial planning for individuals and small businesses. Mr. Stives is a frequent public speaker and serves as an instructor for various courses. He has appeared on national and local television including CNN, CNBC, MS/NBC, FOX, PBS, and all three major networks. He is quoted frequently in national publications including The New York Times, The Wall Street Journal, Forbes, Fortune, Money, Business Week, and USA Today. In 1989-1990, he was president of the 14,000-member New Jersey Society of CPAs. In 1993 Doug was a member of New Jersey Governor Whitman’s transition team. From 1988 until 1995 Doug served on AICPA Council, the governing body of the 330,000 member organization. He has chaired several AICPA committees. He is immediate past chairman of the Community YMCA Board of Directors, a director of the Academy of Finance, a director of the American Tax Policy Institute, and a board member of the Community Foundation of Monmouth County. Mr. Stives holds BA and MBA degrees in accounting from Lehigh University. He passed the AICPA examination for financial planning and received his PFS (Personal Financial Specialist) certificate. He also passed the Series 7 and Series 66 N.A.S.D. examinations, which enable him to provide investment advice and manage securities accounts.
Non-Member Price $189.00
Member Price $109.00