Social Security and Medicare: Maximizing Retirement Benefits

Our Social Security system provides retirement, disability and survivor benefits to millions of Americans. However, the long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are currently paying into the system. Attend this webcast to learn about FICA, Medicare tax and more. We will cover real-world examples, so you can advise your clients on making optimal Social Security and Medicare decisions.


When you complete this webcast, you will be able to:

 Recall the role of the Social Security Administration and how FICA applies to the funding of Social Security and Medicare benefits.

 Identify the benefit eligibility issues.

 Determine Social Security benefits and the implications retirement age has on those benefits.

 Identify what types of Social Security survivor benefits are available.

 Identify the disability income benefits and the multiple factors that can impact those benefits.

 Identify coverages and costs associated with Medicare.


Topics discussed

 What Medicare will and will not do

 Managing Medicare gaps

 Analyzing the wide menu of Social Security benefits

 Social Security benefits for workers and families: retirement, survivor, disability and death benefit

 Tax impact of social security premiums and benefits

 Impact of the 3.8% Medicare surtax on investment income

 Recent changes to the Medicare law

Additional Information

Designed For

CPAs, professional accountants, and financial advisors


American Institute of CPAs


Basic knowledge of Social Security and Medicare

Field of Study


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Level of Knowledge


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