Publisher's Synopsis
Help your clients maximize their Social Security & Medicare benefits! Social Security & Medicare Facts is a one-stop guide for attorneys, CPAs, and retirement and financial planning professionals for advising on tax and policy changes affecting Social Security and Medicare. Organized in a unique and convenient question and answer format, this book helps professionals find exactly what they're looking for quickly and easily to solve clients' important planning issues in a timely manner.
This resource features:
- Almost 1,300 easy-to-read questions and answers that comprehensively cover all aspects of Social Security & Medicare
- Effects of other types of income on Social Security benefits
- How to incorporate Social Security and Medicare benefits into planning techniques
- Social Security filing and tax requirements
- Explanations of Medicare coverage details
- Filing and timing requirements for Medicare coverage
- Integration of Medicare Advantage plans
- Information regarding Medicare claims and appeals process
- Information regarding Medigap insurance coverage
- And more!
New in the 2021 Edition:
- New questions & answers on changes related to the CARES Act
- New questions & answers with COVID-19 related changes
- New coverage of totalization agreements for workers with international ties
- Enhanced coverage of the impact of divorce and remarriage on Social Security eligibility and benefits
- New questions & answers on benefits for those under civil commitment orders
- Additional coverage of methods for curing overpayments
- Expanded coverage of disability benefits for Social Security, military, government, and railroad workers
- Additional coverage of military retirement including expansion of coverage of the new Blended Retirement program, military disability pay, and coverage for National Guard and Reservists
- 2021 inflation-adjusted numbers for Social Security and COLA increases
Topics Covered:
- Determining retirement & disability benefits
- Filing for benefits
- Totalization agreements for workers with international ties
- Benefits under civil commitment orders
- Loss of Social Security benefits due to "excess" retirement earnings
- Social Security tax requirements
- Railroad Retirement benefits
- Benefits for federal government employees
- Medicare Part A, Hospital Insurance
- Medicare Part B, Medical Insurance
- Medicare Part C, Medicare Advantage
- Medicare Part D, Prescription Drug Insurance
- Medigap insurance
- Medicaid coverage and eligibility
- How to submit Medicare claims and file appeals
- Taxation of Social Security benefits
- Wages & self-employment income
- Benefits for service members & veterans
- And More! See the "Table of Contents" section for a full list of topics
