0       0

National Tax Conference 2017


NTA1703 - Social Security and Medicare


Nov 6, 2017 10:45am ‐ Nov 6, 2017 12:00pm

Standard: $49.00

Description

The Bipartisan Budget Act of 2015 changed Social Security filing strategies for those born after 1953. Various legislation has been introduced in the last two years to amend Social Security. How should you be advising your clients?

  • Learn what claiming strategies are still available.
  • Learn how to determine the optimum time for a client to begin Social Security benefits.
  • Learn why Social Security will be there for everyone.
  • Learn about Medicare and what to advise your client for health care after 65.

Speaker(s):

  • Ted Sarenski, CPA/PFS,CFP,AEP,CGMA, CEO, Blue Ocean Strategic Capital, LLC

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content