Social Security Retirement: Do I Take It Now?

CATEGORY: Taxation

COURSE ID: W477T, VERSION 1.00

(153)

Webinar

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.

Apr 17, 2025: 11am - 1pm CT

2 Credits

$89.00

Webinar

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PrerequisitesSocial Security Retirement – Understanding the Benefits or basic social security knowledge

Advanced Preparation None

System Requirements

Minimum supported systems require:

You must use a computer to join the webinar
A laptop or desktop computer running Microsoft Windows 10 or later
(64-bit with at least 8GB of RAM recommended)
The latest available version* of one of the following Internet browsers: Mozilla Firefox, Google Chrome, or Microsoft Edge

Additional requirements:

A minimum screen resolution of 1024 x 768 pixels
High-speed Internet connection
The latest available version* of Adobe Reader or other application capable of natively opening PDF documents

Notes:

Use of a cell phone is not recommended or supported.
Devices other than Windows-based desktops, and laptops may work but are not supported (tablet users may not hear the participation alert for online webinar events).
Apple Mac OS/X is not supported; however, OS/X systems capable of running the latest version of one of the listed browsers should work.

*“Latest available version” includes versions released within the past six-months

Social Security Retirement: Do I Take It Now?

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Course outline

Requirements