What Practitioners Need to Know About Medicare and Social Security (RMSS)

Michael J. Tucker, JD, CPA , Erica Dumpel, CLU, Heather Schreiber, RICP©
  • 3
  • Basic
  • Taxes
On-site : Not available; please select a webinar
Webinar : September 18, September 25
Broadcast Times

Individual course: $99
Best Value: All-Star Tax Season Pass
Volume Discounts: 
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As clients age, practitioners often field questions regarding Social Security and Medicare, which are essential parts of most individuals’ plans for retirement. To advise such clients, it is important to have a basic understanding of these two complex programs. This course addresses commonly asked questions practitioners receive about Social Security and Medicare.

Panelists are subject to change.

Major Topics:

  • When can/should someone file for Social Security benefits?
  • How is the individual’s Social Security benefit amount determined?
  • What are the eligibility requirements to collect Social Security through a spouse or ex-spouse?
  • Can you file for Social Security benefits and continue to work?
  • Do you have to file for Social Security benefits when ready to enroll in Medicare?
  • When and how must you sign up for Medicare, and what if you sign up late?
  • If covered by Medicare, must any out-of-pocket payments be made?
  • What happens if you are covered by an employer’s or a spouse’s health insurance at age 65 or older?

Learning Objectives

  • Know the answers to the most asked-about issues associated with Medicare and Social Security

Any practitioner who will be advising clients regarding Medicare and Social Security





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