Don’t Leave Money on the Table – Maximizing Social Security Benefits and Minimizing Taxes for Retirement
Category: On Demand
Member Price: $200
Non-Member Price: $250
Product Code: ON030626
Areas of Law: Elder & Disability Law, Estate Law
CLE Credits
| NJ CLE: | NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4 hours of total CLE credit (Full Credits Available: NJ General: 4.0). |
| NY CLE (t&nt): | NY Professional Practice Non-Transitional: 4.0 |
| PA CLE: | PA Substantive Credit: 3.0
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program. |
Faculty
Keynote
Moderator
Presenters
- Ash Ahluwalia, CFP, MBA
- Head of Social Security Planning
OneTeam Financial, Berkeley Heights - Greg Dillon
- One Team Financial, Red Bank
- Constantina Koulosousas, Esq., CELA
- The Wacks Law Group, LLC, Whippany
This informative seminar will teach you the ins and outs of putting the most money possible into your clients’ pockets when doing elder and estate law planning and retirement planning. How can they protect their legacies? How can they get the most of Social Security? Is retirement money really safe from taxes? Learn the answers to these questions (and many more), as a panel featuring some of New Jersey’s top experts share their best strategies with you.
Topics include:
- Protecting Legacies: Essential Estate Planning Strategies for Today’s Retirees
- Asset protection and wealth preservation
- Reduction of taxes
- Planning for incapacity and long-term care - Strategies to Help Maximize Social Security Benefits
- Review of the “new rules” governing social security filing options
- Identifying advanced filing strategies available to maximize Social Security benefits, including for married, divorced, widowed, couples with minor children, high-net-worth individuals and business owners
- Minimizing the taxation of social security benefits - Is Your Retirement Safe from the Tax Man?
- How and why the marginal tax system differs in your retirement years to your detriment
- Will you really take money out of your IRA at a lower tax bracket than you put it in?
- Understand how capital gains and dividends impact your overall tax liability differently in retirement
- The difference between deductions, exemptions and credits on your tax return
- Know the nine different pieces of the tax system
- How IRA required minimum distributions work and affect your tax liability
- When Medicare premiums can increase as a result of your income