Maximizing Your Social Security Benefits [SSR4Fbx]
Time: 12:15 to 3:45
Subject:
TaxationCredit Hours:
4.00Price:
Member: $150.00
Non-member: $225.00
Discussion Leader:
Robert R. Thelen, CPA
more info
Robert (Bob) Thelen is the owner of Robert R. Thelen, CPA, Ltd., a small practice located in Cold Spring, Minnesota. His areas of expertise, as well as what he most enjoys lecturing about, are in the areas of: individual and entity tax planning and preparation; payroll taxes and 1099 issues; retirement planning; Social Security and Medicare planning; and representing clients before taxing agencies. Mr. Thelen was President, CEO, and sole shareholder of another CPA firm located in Cold Spring, Minnesota, from 1992-2008. The company was heavily involved with income tax returns; payroll preparation and reporting; pension plan administration and compliance; retirement and individual financial planning; representing clients before taxing agencies; and life, health, and property/casualty insurance planning and sales. In 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Mr. Thelen was manager of a tax department for the firm now known as Clifton Larson Allen LLC from 1989-1992. He also had a professional career as a revenue officer and then a tax auditor with the Internal Revenue Service in St. Paul, Minnesota, from 1980-1989. Mr. Thelen holds a Masters of Pastoral Ministry from St. John’s University School of Theology. He also holds a Bachelor of Arts from Metropolitan State University. He is also a member of the Minnesota Society of CPAs and other professional organizations.
closeWebsite registration for this course closes on November 10, 2015. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
Maximizing Your Social Security BenefitsNovember 11, 2015
Westmark Fairbanks Hotel
Fairbanks, AK
LATE REGISTRATION POLICY
For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course.
As the baby boomer generation approaches retirement, financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement 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 it.
Major Topics:
Retirement benefits: What the amount of benefits is in various circumstances
Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?
Claiming on Social Security: advantages and disadvantages at ages 62, 66, and 70
Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children
Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balance first and enhanced Social Security benefits later?
Learning Objectives:
Identify who is entitled to retirement benefits and in what amounts
Be aware of what factors must be considered in determining when to take benefits
Understand the impact of reductions or enhancements to the benefits on planning
Designed For: Practitioners who have baby boomer clients with significant wages or earned income
CPE Credits: 4, Tax
Level of Knowledge: Basic
Prerequisite: None
Acronym: SSR4
Discussion Leader: Robert Thelen, CPA
