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Social Security Foundations and Retirement Benefit Timing

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Social Security Foundations and Retirement Benefit Timing

Course 81851A · 2 hrs · CPA

Understanding Social Security starts with knowing what it is, how benefits are calculated, and when to start collecting. This course covers the program's foundational concepts, including the Primary Insurance Amount benchmark used to determine payouts, and walks through the key factors that influence retirement benefit timing decisions. CPAs and financial advisors helping clients plan for retirement will gain practical insight into how claiming age affects long-term income and why Social Security becomes an increasingly critical asset as clients age.

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  • Hours: 2
  • Exam questions: 10
  • Eligible for: CPA
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NASBA Area: Management Services

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Social Security Foundations and Retirement Benefit Timing
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Pacific CPE is a NASBA-approved and IRS-approved provider of online self-study continuing professional education (CPE) for CPAs, Enrolled Agents (EAs), and other tax professionals.

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