RSSA Training
Training 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.Module I: Social Security Basics
Chapter 1: Getting Started with Social Security
1.1. History of Social Security
1.2. Terms and Abbreviations
1.3. Annual Automatic Determinations
1.4. Full Retirement Age
1.5. Funding Social Security
Chapter 2: Retirement and 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 and Credits
3.4. Claiming Age and Life Expectancy
3.5. 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
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 and Social Security
Chapter 2: Pensions and Social Security
2.1. Windfall Elimination Provision (WEP)
2.2. Government Pension Offset (GPO)
2.3. Case Studies
Chapter 3: Social Security Income Taxation
3.1. History of Social Security Income Taxation
3.2. Determining Social Security Taxation Levels
3.3. The Case Example of Bob and Jane
Chapter 4: Disability
4.1. Eligibility for Benefits
4.2. Application and Determination of Benefits
4.3. Working and 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
Module III: Bridging to Retirement Planning
Chapter 1: Elements of Retirement Planning
1.1. Retirement Planning 101
1.2. Retirement Financial Information
1.3. Retirement Expectations
1.4. Optimizing Retirement Finances
Chapter 2: Retirement Income Taxation
2.1. It's Not That Simple
2.2. Required Minimum Distributions
2.3. Putting It All Together
Chapter 3: Retirement Planning Case Studies
3.1. Social Security and Taxation Case Study
3.2. The Power of Software Case Study - An Example of Retirement Planning Optimization
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
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 and Team
4.2. Social Security Niches
4.3. Advertising Tips
Module V: Social Security Software Case Studies
Chapter 1: Singles Cases
1.1. Mark's Information
1.2. Mark's Analysis
1.3. Mark's Report
Chapter 2: Married Cases
2.1. Robert's and Sarah's Information
2.2. Robert's and Sarah's Analysis
2.3. Robert's and Sarah's Report
Chapter 3: Divorced Cases
3.1. Julie's Information
3.2. Julie's Analysis
3.3. Julie's Report
Chapter 4: Special Situation Cases
4.1. Thomas' and Anne's Information
4.2. Thomas' and Anne's Analysis
4.3. Thomas' and Anne's Report