Social Security & Medicare: Planning for You & Your Clients Livestream

Social Security & Medicare: Planning for You & Your Clients Livestream

Social Security & Medicare: Planning for You & Your Clients Livestream


Douglas Stives, Professor of Accounting, Monmouth University


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 to deal with Social Security as well as a myriad of other related retirement planning issues.

Learning Objectives:

  • Identify who is entitled to retirement benefits and in what amounts
  • Identify factors to consider in determining when to take benefits
  • Discuss taxation of Social Security benefits and how this impacts other income tax planning
  • Identify and describe the potential effects of retirement and estate planning strategies and tactics that can enhance overall retirement
  • Explain Medicare and the prescription drug provision
  • Describe the basic supplementary insurance plans that are available to fill in the gaps in basic Medicare coverage

Major Topics:

  • Determining the best planning options for maximizing joint Social Security benefits
  • Retirement benefits: amount of benefits in various circumstances and how the amounts are distributed within the family unit
  • Income taxation of Social Security
  • What benefits does a spouse have, and when and how do they relate to benefit decisions by the client?
  • Coordinating benefits: Who should take Social Security first?
  • Disability benefits
  • When to start Social Security benefits: advantages and disadvantages at ages 62, 66 and 70
  • IRA distributions and how to mix with Social Security benefits
  • Distribution strategies for pensions and how to use the minimum distribution rules in concert with Social Security benefits
  • What retirees need to know about Medicare Part D prescription drugs
8.0 CPE Credits


Registration is open through 12/01.

Member Price


Nonmember Price


  • Retired, Part-time, Unemployed and Leave-of-Absence Members save an additional $50

Tuesday, December 1

8:30am to 4:00pm (Check-In 8:00am)

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