2021 Social Security & Medicare Facts

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