Spousal Social Security Claiming Strategies You Need to Know - YMYW podcast ep #208
Did you know there are over 2,700 rules governing Social Security benefits? File and suspend vs restricted claim... the list goes on! In episode #208 of the Your Money, Your Wealth® podcast, Mary Beth Franklin (InvestmentNews contributing editor, "The Goddess of Social Security") goes deep on spousal Social Security claiming strategies after Joe, Big Al and Andi tackle a couple Social Security disability and spousal benefits questions on their own. Mary Beth also explains the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO). View the transcript & show notes: http://bit.ly/YMYW-208
00:51 - Will I Lose Half of My Social Security If My Spouse Claims Half?
04:49 - Social Security Disability and File and Suspend Options
13:30 - Mary Beth Franklin: Who Can Still File and Suspend Social Security Benefits?
23:42 - Mary Beth Franklin: Survivor Benefits and File and Suspend Vs. Restricted Claim
32:43 - Mary Beth Franklin on Social Security Disability, Government Pension Offset, and Windfall Elimination Provision
If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/
Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” http://bit.ly/2FDSfK2
Channels & show times: http://yourmoneyyourwealth.com
https://purefinancial.com
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a 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.
• 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. #YourMoneyYourWealth #YMYW #YourMoneyYourWealthPodcast
Видео Spousal Social Security Claiming Strategies You Need to Know - YMYW podcast ep #208 канала Your Money, Your Wealth
00:51 - Will I Lose Half of My Social Security If My Spouse Claims Half?
04:49 - Social Security Disability and File and Suspend Options
13:30 - Mary Beth Franklin: Who Can Still File and Suspend Social Security Benefits?
23:42 - Mary Beth Franklin: Survivor Benefits and File and Suspend Vs. Restricted Claim
32:43 - Mary Beth Franklin on Social Security Disability, Government Pension Offset, and Windfall Elimination Provision
If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/
Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” http://bit.ly/2FDSfK2
Channels & show times: http://yourmoneyyourwealth.com
https://purefinancial.com
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a 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.
• 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. #YourMoneyYourWealth #YMYW #YourMoneyYourWealthPodcast
Видео Spousal Social Security Claiming Strategies You Need to Know - YMYW podcast ep #208 канала Your Money, Your Wealth
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12 февраля 2019 г. 23:55:06
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