This course is also available as part of a bundle called “Ready to Retire.” You can save money by purchasing the bundle.
As among the largest federal programs, almost every United States resident is or will be impacted by benefits provided by the Social Security Administration (SSA). The first part of this course provides background information regarding the history of Social Security and also provides an overview of the programs that the SSA administers. The second part reviews taxation rules pertaining to Social Security, including payroll taxes and the taxation of benefits. Special taxation rules for specific populations are also reviewed.
After completing this course, you will be able to:
- Explain the history of Social Security and the benefits offered
- Identify how Social Security affects the preparation of tax returns
- Outline key principles of financial planning considerations related to Social Security
