Maximize Social Security and Minimize Taxes for Retirement

Category: On Demand

Member Price: $168

Non-Member Price: $210

Product Code: ON074623

Areas of Law: Taxation

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.




Ash Ahluwalia
One Team Financial, Berkeley Heights
Greg Dillon
One Team Financial, Red Bank
Jeffrey H. Schechter, Esq.
Cole Schotz P.C., Hackensack

This informative seminar will teach you the ins and outs of putting the most money possible into your clients’ pockets when doing Elder Law planning and retirement planning. Should your clients relocate to another state for tax purposes? 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:

  • Should I Stay or When Do I Go? Best Practices for Establishing Residency:
    • Best practices to establish Florida residency in the current enforcement climate
    • Understanding domicile versus statutory residency versus allocation of income
    • Planning for the state tax examination & discussion of recent cases and rulings
    • Common mistakes in retirement planning & understanding the retirement timeline
  • 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 9 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


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