Maximizing Your Social Security Benefits Webcast [SSR4]

Sep 17, 2021
Time: 08:30am-12:00pm



Credit Hours:



Member: $150.00
Non-member: $225.00

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Discussion Leader:

Susan Smith, CPA    more info

Susan Smith manages her own firm specializing in tax planning for individuals and business owners and is also a frequent speaker at tax conferences. Smith was a Senior Manager in the tax departments of Price Waterhouse and Peat Marwick (the predecessor of KPMG). While at Price Waterhouse, she also held the national specialist designation for the real estate and partnership tax practices. During her time at Peat Marwick, Smith led the real estate and tax practices locally. She was an associate adjunct professor at Widener University in the master’s taxation program. Her ratings have consistently exceeded 4.8 on a scale of 5.0. Smith is a four-time recipient of the James L. McCoy Discussion Leader of the Year Award for excellence in teaching. And in 2015, 2016, and 2018, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Smith earned her Bachelor of Business Administration degree with an accounting concentration, from the University of Toledo.

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Website registration for this course closes on September 16, 2021. To register after this date please contact the society at or 907-562-4334.

Full Description

Maximizing Your Social Security Benefits Webcast (SSR4)

September 17th, 2021

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 in dealing with Social Security, and the myriad other related retirement planning issues.

Major Topics Covered:
-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 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 balances first and enhanced Social Security benefits later?

Learning Objectives:
-Identify who is entitled to retirement benefits and in what amounts
-Summarize the factors one must consider in determining when to take benefits
-Discuss the 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

Designed For: Practitioners who have clients contemplating receipt of Social Security

CPE Credits: 4, Taxation

Level of Knowledge: Basic

Prerequisite: Basic knowledge of retirement planning.

Acronym: SSR4

Discussion Leader: Susan Smith, CPA