RSSA Training
Program Outline
All module overviews include introductory video, course overview of topics covered, learning objectives, delivery method, program level, fields of study and CPE credits, program prerequisites, and advanced preparation. Review questions will be given after all module chapters, and a module summary is provided.- 4.5 | 1,574 ratings
Module I: Social Security Basics
Chapter 1: Getting Started with Social Security
1.1. History of Social Security
1.2. Terms & Abbreviations
1.3. Annual Automatic Determinations
1.4. Full Retirement Age
1.5. Funding Social Security
Chapter 2: Retirement & Family Benefits
2.1. Types of Benefits
2.2. Qualifying for Benefits
2.3. Calculating Benefits
2.4. Dual Entitlement
Chapter 3: The Election Claiming Decision
3.1. Life Expectancy
3.2. Decision Considerations
3.3. PIA Reductions & Credits for Retirees Born in 1954 or Earlier
3.4. PIA Reductions & Credits for Retirees Born in 1955 & Later
3.5. Claiming Age & Life Expectancy
3.6. The Earnings Test
Chapter 4: Social Security Optimization
4.1. Spousal Benefits
4.2. Divorced Benefits
4.3. Survivor Benefits
4.4. Non-Marital Legal Relationships
- 4.5 | 1,227 ratings
Module II: Social Security Advanced Topics
Chapter 1: Claiming Strategies
1.1. Bipartisan Budget Act of 2015
1.2. Evolution of Claiming Strategies
1.3. The Restricted Application Case Examples
1.4. Family Maximum Benefits
1.5. Women & Social Security
Chapter 2: Pensions & Social Security
2.1. Windfall Elimination Provision (WEP)
2.2. Government Pension Offset (GPO)
2.3. Case Studies
Chapter 3: Taxation of Social Security Benefits
3.1. History of Social Security Income Taxation
3.2. Determining Social Security Taxation Levels
3.3. The Case Example of Bob & Jane
Chapter 4: Disability
4.1. Eligibility for Benefits
4.2. Application & Determination of Benefits
4.3. Working & Other Payments
4.4. Family Disability Benefits
Chapter 5: The Future of Social Security
5.1. The Problem
5.2. Solutions to the Problem
5.3. What You Can Do
- 4.5 | 1,071 ratings
Module III: Bridging to Retirement Planning
Chapter 1: The Big Picture
1.1. Retirement Planning 101
1.2. Retirement Financial Information
1.3. Retirement Expectations
1.4. Optimizing Retirement Finances
Chapter 2: Taxation of Retirement Income
2.1. It's Not That Simple
2.2. Required Minimum Distributions
2.3. Putting It All Together
Chapter 3: Social Security & Retirement Case Studies
3.1. Social Security & Taxation Case Study - Ted & Alice
3.2. The Power of Software Case Study - An Example of Retirement Planning Optimization - Sam & Sarah
Chapter 4: Medicare
4.1. Introduction to Medicare
4.2. Eligibility for Medicare Benefits
4.3. Medicare Benefits
4.4. Medigap Plans
4.5. Applying for Medicare
- 4.4 | 996 ratings
Module IV: Marketing Social Security Income Planning Services
Chapter 1: Social Security Services
1.1. The Social Security Income Planning Environment
1.2. Frequently Asked Questions
1.3. Changes to Social Security
Chapter 2: Becoming an Expert
2.1. The Value of Expertise
2.2. Education Resources
2.3. Practicing Your Skills
Chapter 3: Marketing Your Services
3.1. Service vs. Product Businesses
3.2. Developing Trust
3.3. The Power of Social Networking
Chapter 4: Getting Started
4.1. Your Services & Team
4.2. Social Security Niches
4.3. Advertising Tips
- 4.2 | 611 ratings
Module V: Social Security Software Case Studies
Chapter 1: Mark Hamill - Single with a Pension
1.1. Mark's Information
1.2. Mark's Analysis & Report - Option A
1.3. Mark's Other Options
Chapter 2: Robert & Sarah Marsh - Married with Disabled Adult Son Greg
2.1. Robert's & Sarah's Information
2.2. Robert's & Sarah's Software Inputs
2.3. Robert's & Sarah's Analysis
2.4. Robert's & Sarah's Report
Chapter 3: Julie Woods - Divorced
3.1. Julie's Information
3.2. Julie's & John's Software Inputs
3.3. Julie's Analysis
3.4. Julie's Report
Chapter 4: Thomas & Anne Miller - Self-Employed
4.1. Thomas' & Anne's Information
4.2. Thomas' & Anne's Software Inputs
4.3. Thomas' & Anne's Analysis
4.4. Thomas' & Anne's Report Comparisons