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Figuring out the calculation for Social Security spousal benefits, especially when adjusting for age, can be tricky. In this video, I make it easy to understand! Resources: RS 00615.020 Dual Entitlement Overview RS 00615.694 DRCs in Dual-Entitlement Cases 🔥🔥 Get the Ultimate Social...
In this video I cover the highlights of the recent changes announced for the Social Security program beginning in 2024. Resources mentioned in the video: →Social Security Cheat Sheet →My video “How Social Security Retirement Benefits Are Calculated [3 Easy Steps]” →My video “Working While...
Are you navigating the Social Security jungle and wondering when to take your benefits? In this episode of the Retire With Purpose Podcast, we explore two methods that can be leveraged to determine how to maximize the money that ends up in your pocket. Join us as we discuss: * Why some elements of...
While we often focus on tax-efficient withdrawals, it's just as important to consider the tax implications of your savings plan throughout your lifetime. The question we all face at some point is whether we should prioritize tax savings today or in the future. In this video we walk through how to...
The Social Security Administration has a little trick up their sleeve. They don’t add your credits immediately if you file after full retirement age. This is a little puzzling to me and I’m not sure why they do this. It’s not as if they don’t have the systems in place to do the calculations. After...
