On-Demand: Complex Social Security Rules and New 2024 Values - Sponsored by RSSA
Course Description
Only 4% of retirees optimize their Social Security benefits, and as an Enrolled Agent, you are well positioned to assist your clients with this complex decision.
In the new year, there are new values which impact Social Security benefits, including the COLA, earnings limits, maximum taxable earnings, PIA bend points, and more.
Understanding the rules that apply to your clients’ personal circumstances can increase their benefit by tens and even hundreds of THOUSANDS of dollars over their lifetime.
Join us for this presentation which reviews basic concepts,new information for 2024, then covers some complex Social Security rules and how to apply them to working with prospects and clients. We will cover rules and real client case studies related to:
- Calculating retirement benefits
- How the COLA applies to benefits
- The most common Social Security pitfall: earnings limits
- Unique considerations for survivor benefits
Learning Objectives
- Explain how Social Security benefits are calculated.
- Recall the changes for Social Security to consider for your clients in 2024.
- Specify who qualifies for dependent benefits and how their benefit amount is calculated.
- Identify claiming strategy options for a widow(er) who is eligible for retirement and survivor benefits.
- Choose optimalfiling times for client case examples.
Presenters
Martha Shedden, President and Co-founder of the National Association of Registered Social Security Analysts, NARSSA, CRPC
Martha Shedden is President and Co-founder of the National Association of Registered Social Security Analysts, NARSSA, and is a Chartered Retirement Planning Counselor (CRPC). She began teaching online CPE/CE Social Security courses to finance and tax professionals in 2014.
Recognizing the demand for retirees to obtain personalized Social Security guidance on their claiming decisions, Shedden launched Shedden Social Security & Retirement Planning in 2015 to provide Social Security claiming analyses services.
Read her full bio here!
Martha Shedden is President and Co-founder of the National Association of Registered Social Security Analysts, NARSSA, and is a Chartered Retirement Planning Counselor (CRPC). She began teaching online CPE/CE Social Security courses to finance and tax professionals in 2014.
Recognizing the demand for retirees to obtain personalized Social Security guidance on their claiming decisions, Shedden launched Shedden Social Security & Retirement Planning in 2015 to provide Social Security claiming analyses services.
Read her full bio here!
Melissa Warren, Director of Partner Developtment at NARSSA
Melissa Warren, RSSA is the Director of Partner Development at NARSSA. In this role, Melissa works with organizations to facilitate the education of financial professionals in Social Security and support the resultant growth in business. Drawing from client cases, she uses her experience to contribute to the coursework and continuing education courses needed to earn and maintain the RSSA designation. Melissa has a BS in Biomedical Engineering from the University of Utah and lives in Santa Cruz, California.
Melissa Warren, RSSA is the Director of Partner Development at NARSSA. In this role, Melissa works with organizations to facilitate the education of financial professionals in Social Security and support the resultant growth in business. Drawing from client cases, she uses her experience to contribute to the coursework and continuing education courses needed to earn and maintain the RSSA designation. Melissa has a BS in Biomedical Engineering from the University of Utah and lives in Santa Cruz, California.
Continuing Education
This course does not qualify for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.