Maximizing Your Social Security Benefits


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.


* 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


* 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

Who Should Attend

Practitioners who have clients contemplating receipt of Social Security

Required Knowledge

Basic knowledge of retirement planning

Advanced Prep


Event Speaker(s)

Michael Anthony Frost ( Jacksonville, AL ),

Additional Event Information

Check-in for all in-person events begins one hour prior to event start time. Also, be sure to allow enough time for traffic, parking, and check-in. If you should arrive late or depart early, you must adjust your CPE credit accordingly.

Also Available As

Monday, November 21, 2022 (8:30 am–12:15 pm ET)
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Field of Study:Taxes
Level: Basic

Event Type:Seminar
NASBA Instructional Method:Group Live
Event Code:S0001022

Registration Fees

Early Bird Rate expires November 8, 2022

RegistrationEarly BirdRegular
NCACPA Member$145.00$170.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.