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 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 percent Medicare surtax on investment income
Recent changes to the Medicare law
