Top 5 Social Security Filing Mistakes to Avoid (Ep. 14)
“When should I start taking Social Security?”
“Can I claim spousal benefits? If yes, how much?”
“How will my Social Security income be taxed?”
These are some of the questions that many retirees (and soon-to-be retirees) struggle with!
In this eye-opening episode, Jim Kruzan, CFP®, CRPC®, explains the top five Social Security filing mistakes to avoid and how to make well-informed decisions that can potentially make or break your retirement!
Jim discusses:
- Benefits of delaying Social Security until age 70 (and what happens if you file early)
- Eligibility criteria for spousal benefits and the ideal time to claim them
- The “earnings test” you should know about before filing for Social Security
- How to maximize survivor benefits
- How to minimize the potential tax burden on Social Security
- And more
Resources:
- The 5 Most Important Questions to Ask a Financial Advisor Before Hiring Them
- 7 Common Retirement Planning Mistakes (And How To Avoid Them)
- Start Designing Your Bigger Bolder Retirement
- How is Social Security financed?
- History of Social Security
- Social Security Retirement Benefits
- List of various Social Security Benefits
- Ida May Fuller – The first Social Security Beneficiary
- Social Security Research, Statistics, and Policy Analysis
- Retirement Earnings Test
- Canceling your Social Security Benefits
- Social Security benefits for family and spouses
- Social Security Survivor Benefits
- Income Taxes and Your Social Security Benefits
Connect with Jim Kruzan:
- (800) 638-6900
- Kaydan Wealth Management
- LinkedIn: Jim Kruzan
- LinkedIn: Kaydan Wealth Management
- Facebook: Kaydan Wealth Management
- Instagram: Kaydan Wealth Management
- YouTube: Kaydan Wealth Management
- Twitter: Kaydan Wealth Management
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