Maximizing Your Social Security: Timing, Taxes, and Techniques (Ep.22)
Understanding Social Security intricacies can significantly amplify your retirement benefits, ensuring you navigate these golden years with greater ease and security.
Alec Quaid joins us to unravel the complexities of Social Security – how it’s calculated, impacted by marital status, and what potential future changes could mean for retirees. We delve into why so many find this topic bewildering and provide clear, actionable insights to demystify Social Security benefits.
Discussion points include:
- How understanding the calculation of Social Security benefits can significantly impact your retirement comfort
- Why marital status plays a crucial role in determining your Social Security benefits.
- How future changes to Social Security could affect your retirement planning
- Using the tool ssa.gov for a personalized overview of your projected Social Security benefits
- And more
Resources:
- “Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack
Connect with Ryan Poterack:
Connect with Poterack Capital Advisory:
- X (formerly Twitter): Poterack Capital Advisory
- 704-366-5776
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