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One of the most important financial decisions you make could mean thousands more dollars of income in retirement. How and when you claim Social Security could completely change your retirement lifestyle – but it’s complicated! The Social Security Administration’s Basic Guide to Social Security Programs contains 2,728 rules! Joe Anderson, CFP® and Big Al Clopine, CPA answer the most commonly asked Social Security questions, and they help you avoid the mistakes that could reduce your Social Security benefits.

Your Money, Your Wealth TV - S10 | E04

00:00 - Intro
01:07 - Reliance on Social Security in Retirement
02:17 - What Are the Different Types of Social Security Benefits?
03:40 - How Much Do I Pay into Social Security in 2024
04:52 - What is Social Security “Full Retirement Age?”
05:28 - How Are Social Security Benefits Taxed in 2024?
07:37 - Can I Work and Collect Social Security Benefits?
08:30 - Download the Social Security Handbook
09:33 - Can I Suspend Social Security Benefits and Restart Them at a Higher Amount?
11:46 - What is the Social Security Break-Even Age?
13:16 - Can I Collect My Own Benefit and a Survivor Benefit?
15:44 - Can I Collect Social Security If I Have a Pension?
17:02 - Download the Social Security Handbook
17:59 - Will I Be Automatically Enrolled in Medicare When I Claim Social Security Benefits?
19:15 - What Are the Maximum Social Security Benefits in 2024?
20:04 - How Are Social Security Benefits Calculated?
20:32 - Is There a Way to Avoid Paying Taxes on My Social Security Income?

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.
CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.

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