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Social Security Benefits and Other Retirement Options

Be able to explain to your clients alternative sources of retirement income.

Statistics today show that individuals are living longer. However, many have not prepared for nor have explored the various retirement options available. For those who are not participants in employer-sponsored plans, IRAs, etc., they may anticipate relying on the Social Security System. However, many do not have a clear understanding of what may be provided nor the limitations imposed. This topic will allow us to understand and explain to our clients the regulations imposed upon us by the Social Security Administration and examine other possible retirement and disability insurance benefits.

Runtime: 93 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Social Security Benefits

  • Retirement Income, Limitation and Taxability
  • Disability Insurance
  • Survivor Benefits

Medicare Options

  • Health Insurance Benefits ( Parts A, B, C and D)

Medicaid Benefits and Limitations

  • Eligibility Requirements

Other Retirement Planning Considerations

  • What Every Retiree Needs to Know - Legally
  • Long-Term Care Insurance
  • Early Withdrawals From Retirement Plans

Alternative Source of Retirement Income

  • Reverse Mortgages for Seniors
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Marcia L. Miller, M.B.A, E.A.

Marcia L. Miller, M.B.A, E.A.

Financial Horizons, Inc.

  • President and owner of Financial Horizons, Inc., a full service accounting & tax firm
  • Enrolled agent entitled to practice before the Internal Revenue Service
  • 40 years of accounting, tax and management consulting in South Florida for a practice with an emphasis on representing small business owners in all aspects of taxes, employment and labor issues, pensions, estate planning as well as federal, state (nationwide) and foreign mandatory reporting
  • Federal appointment successfully completed for a three year term to the Internal Revenue
  • Service's Information Reporting Program Advisory Committee (IRPAC)
  • Author, speaker and teleconference expert, for various national companies and accounting organizations at their annual conferences, lecturing on a multitude of tax, technical and non-technical topics focusing on the areas of tax planning, management and health care reform
  • Managing director, Transition Advisors, LLC, leading CPAs through transition with succession and M & A strategies
  • Live presenter at the 2016 CCH Annual User's Conference and FICPA Chapter meetings regarding Succession Planning for CPAs
  • Previous nationwide presenter of tax legislative seminars for Thomson Reuters' Bell Learning Series on current business taxation and accounting issues
  • Former adjunct professor at Nova Southeastern University's H. Wayne Huizenga School of Business and Entrepreneurship
  • M.B.A. and B.B.A. degrees, University of Miami School of Business
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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  • State Specific Credit Tracker
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Product ID: 399522
Published 2017
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Available in Multiple Formats

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