Checkpoint Learning

Course Detail

Social Security Retirement: Do I Take It Now?  

CATEGORY: Taxation
2 CPE Credits
Level: Basic
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 very little understanding of their Social Security 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. This webinar clarifies the myths associated with the earnings test. It will also help you advise clients on when to take the retirement benefit, what the benefit will be, and the tax impact.

Instructor: Tim Sundstrom, CPA, CFP
Instructor assignments are fluid and subject to change.

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