In this week’s episode of “Retirement Revealed” I dive into the spousal and survivor benefit to examine the options available to couples and show the consequences of changing your Social Security start dates.
Chapters:
0:00 Retirement Revealed Podcast
1:02 Spousal Social Security Scenario
3:02 Deemed Filing
4:11 Social Security "Promised Amount"
5:10 Promised Amount Example
7:18 When to Start the Larger and Smaller Benefits
9:03 Focus on the Larger Benefit
10:38 Final Thoughts
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Maximize Your Retirement Income!
Lower Your Lifetime Tax Bill
Avoid Mistake with Your Pension
Get the Most out of Social Security
Don’t miss out on the money you deserve in retirement – just because you got the timing wrong!
If you’re trying to find the answers to these questions:
- How do I get the most money out of my Social Security & Pension?
- How do I lower my lifetime tax bill?
- How do I turn my $500k+ retirement savings into retirement income?
Then schedule an intro call with the team at Keil Financial Partners:
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Jeremy Keil, aka “Mr. Retirement” and Keil Financial Partners offer retirement planning services focused on retirement income and tax planning, Social Security and pension claiming decisions, health & life insurance analysis and estate planning strategies.
For important disclosures, see www.keilfp.com/important-disclosures
Maximizing Your Spousal and Survivor Social Security Benefits
Теги
Retirement RevealedKeil Financial PartnersKeilFPRetirementRetireFinancial PlanningFinancialInvestInvestingInvestment PlanningRetirement PlanningMr. RetirementMrRetirementretirement planningretirementkeil financial partnersearly retirementretire earlyspousal benefitssocial security benefitssocial security benefits explainedsocial security survivor benefitssocial security survivor benefits for spousesocial security spousal benefits
