WEBINAR: Social Security - Two Part Webinar Series - E3S5R-T-00886-25-O
4 Hour Tax (Federal); IRS:
This is a two-part webinar series. Please note, if you register for the series, you will be signed up for both of the following webinars (dates and times listed below):
- May 8th from 10 a.m. - 12 p.m.
- May 15th from 10 a.m. - 12 p.m.
It is estimated 10,000 baby boomers are retiring each day. This trend is expected to continue for the next 16 years. Most Americans nearing or at retirement age have little understanding of their benefits and as a result Social Security planning has now come to the forefront. Social Security planning represents a great opportunity for those practitioners who are seeking year-round counseling and financial planning fees. Topics to include:
- Reasons why you should consider adding Social Security and retirement planning
- A process for planning
- Understanding the benefit calculation
- Analyzing the benefit statement and gaining access to your online account
- What happens if you take benefits early, at full-retirement or delay
- Understanding the earnings test and it’s misconceptions
- Who can receive benefits off or your record?
- A real-life case study of an extended family
- How does the COLA come into play?
- Understanding the family maximum benefit
- Traps set for government workers
- Taxation of Social Security and the tricks to mitigate it
- Understanding the changes from the Bipartisan Budget Act- how they impacted planning and the lucky few who can take advantage of an opening.
- Can I change my mind?
- How to get a lump sum payment
- Understanding Survivors benefits and the need for insurance planning
- Bend point analysis- Do I really want to pay the full amount?
- How IRMAA can complicate retirement
Registration Options
|
Registration Options
|
Credits | Price |
|---|---|---|
|
Member
Registration Ends 5/8/25 at 10:00 AM EDT
|
4.00 (Tax (Federal)) | $120.00 |
|
Non-Member
Registration Ends 5/8/25 at 10:00 AM EDT
|
4.00 (Tax (Federal)) | $189.00 |
Timothy Sundstrom, CPA, CFP
Timothy J. Sundstrom, CPA , CFP, is a partner in Wealthcare Financial Group, LLC , in Newtown Square, Pennsylvania. He is also a speaker for Gear Up Thomson Reuters and past president of PSTAP. Tim helps entrepreneurs and business executives with their tax and financial decisions. His firm services a diverse group of clientele with a specialty in the construction and entertainment industries. Prior to starting his own business, Tim was a manager with a national accounting firm.
No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352