Social Security and Medicare: Maximizing Retirement Benefits


Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn about FICA, the Medicare tax, and more. You will cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.


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


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 and what it does not cover.

Designed For

CPAs, professional accountants and financial advisors


William Taylor

William (Bill) F. Taylor is president of Benefit Solutions, Ltd., a benefit consulting firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS, he has served as an adjunct assistant professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS, office of KPMG Peat Marwick and managing his own firm since 1999. A nationally known consultant and speaker, Bill has conducted seminars for the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations, and other organizations. He was the recipient of the James L. McCoy Excellence in Education award for 2015 and awarded the Outstanding Discussion Leader award for 2014 and 2016. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.