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Mark Fricks - Chapter Five - DON’T LEAVE MONEY ON THE TABLE: MAXIMIZING SOCIAL SECURITY
Manage episode 315261682 series 3293599
Treść dostarczona przez Jeff Roediger. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Jeff Roediger lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Here is what Mark and Jeff Discuss in this session:
• You cannot get advice about how to maximize your lifetime benefit from a Social Security representative. They are prohibited from giving advice about when to elect your benefit options.
• To get the most out of your Social Security benefit, you need to file at the right time. Every dollar your Social Security income increases is less money you’ll have to spend from your retirement savings to supplement your income.
• An Investment Advisor can help you determine when you should file for Social Security to get your Maximum Lifetime Benefit.
• Deciding when to take your Social Security benefit is one of the most important decisions you make as a retiree. After the first year of taking the benefit, that amount is locked in for the duration of your lifetime.
• Social Security is a massive, government-funded program and there are many things about this program that you cannot control. You can, however, control when and how you file for benefits
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