When should you start taking Social Security? Poor timing can significantly impact your retirement income by reducing your benefits and limiting your tax planning options. Here are key factors and scenarios to help you make the best decisions for your #retirementplanning. https://bit.ly/48pCTqo
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Did you know both spouses can collect Social Security benefits based on their individual earnings records? Whether you claim early or wait until full retirement age, understanding your options can maximize your benefits. Check out the article below to help you learn more! https://lnkd.in/e_nJAiMf #retirement #financialliteracy #finance
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Did you know both spouses can collect Social Security benefits based on their individual earnings records? Whether you claim early or wait until full retirement age, understanding your options can maximize your benefits. Check out the article below to help you learn more! https://lnkd.in/e_nJAiMf #retirement #financialliteracy #finance
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Think you know Social Security? Discover 5 hidden facts about benefits, taxes, spousal rules, and strategies to maximize your retirement income
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62, 65, 67..... Are you working before full retirement age and receiving social security payments? If so, you could be setting yourself up for an impressive tax bill, and not in the good way. And if you're making 'too much' money- you may have to pay back your entire social security benefit. It can be confusing having so many factors to consider when it comes to your social security benefits. If you're feeling overwhelmed, you aren't alone. Together, we can craft a strategy that allows you to make the most of your retirement income sources. #RetirementPlanning
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💰 Maximize your retirement income with patience! 🕰️ Waiting until 70 to file for Social Security benefits can boost your payment by 76% compared to filing at age 62. Enjoy annual COLA increases based on CPI. 💸📈 #RetirementPlanning #SocialSecurity
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💰 Maximize your retirement income with patience! 🕰️ Waiting until 70 to file for Social Security benefits can boost your payment by 76% compared to filing at age 62. Enjoy annual COLA increases based on CPI. 💸📈 #RetirementPlanning #SocialSecurity
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Do you have questions about Social Security or Medicare? Investment Planning, Retirement Planning, Tax Planning, Social Security Claiming, Medicare and Spending Strategies are complicated and can be confusing. Be careful. There are lots of mistakes that you can make. Call me at 423 646-3006 if you would like to discuss your situation and determine which option suits your style best. I'm a member of the Association of Financial Educators, Registered Social Security Analyst®, Certified Retirement Education Specialist, Certified Plan Fiduciary Advisor, and Certified Financial Fiduciary® who practices Full Disclosure – always divulge all fees and commissions as well as disclose any conflicts of interest -and agree to always put your best interest first.
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Deciding when to claim Social Security can have a significant effect on your retirement income. Learn how to help maximize your benefits. Check out the article linked below to learn more, and I encourage you to visit my website to see how I may be able to help: https://lnkd.in/d4zDABMZ -
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Deciding when to claim Social Security can have a significant effect on your retirement income. Learn how to help maximize your benefits. Check out the article linked below to learn more, and I encourage you to visit my website to see how I may be able to help: https://lnkd.in/geEz4HBE -
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If you and your spouse are both eligible for Social Security benefits, there are strategies to maximize the funds you receive as a couple. Learn how you might be able to make a huge difference in your retirement income: https://bit.ly/4apIRrw #spousalbenefits #SocialSecurity #havaplan #keepreaching #keeprising
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