Bokus
Theodore J. Sarenski - Social Security and Medicare, E-bok

E-bok, Engelska, 2020

Social Security and Medicare

Maximizing Retirement Benefits

Av Theodore J. Sarenski

Del i serien AICPA

1132 kr

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Beskrivning
The long-term future of the American Social Security system which provides retirement, disability, and survivor benefits to millions, is uncertain. This is triggering big concerns for many workers who are paying into the system and need to make decisions about their retirement. This book features real-world situations around Social Security and Medicare to help financial professionals provide better advise to their clients on their personal financial plans.Key topics include: What Medicare will and will not doManaging Medicare gapsAnalyzing the wide menu of Social Security benefitsSocial Security benefits for workers and families: retirement, survivor, disability, and death benefitTax impact of Social Security premiums and benefitsImpact of the 3.8 percent Medicare surtax on investment incomeRecent changes to the Medicare law
Produktinformation
  • Utgivningsdatum: 2020-06-19
  • Språk: Engelska
  • ISBN: 9781119737353
  • Förlag: John Wiley & Sons Inc
  • Serie: AICPA
  • Mått: 150 x 250 x 15 mm
  • Vikt: 666 g
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Mer om författaren

Theodore J. Sarenski, CPA.PFS, CFP, is chief executive officer and president of Blue Ocean Strategic Capital. As the founding member of Blue Ocean Strategic Capital, he oversees all aspects of the company's operations, including the investment committee's management of portfolio assets. He has written articles for the Journal of Accountancy, the CPA Journal, the Journal of Taxation and the AICPA Wealth Management Insider. Sarenski has lectured at Syracuse University. In addition, he is a featured planner on Syracuse's NBC affiliate, WSTM-3, taking viewers' calls regarding financial planning and investment topics and offering planning concepts to the viewers on the nightly news program.

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