In this video, we’ll be discussing a very popular topic among pre-retirees and those just entering retirement – Social Security. We’ll be focusing on individuals who have a lot of money saved in their tax-deferred accounts and discussing how to avoid critical mistakes when claiming Social Security benefits. The goal of this video is to help you keep more of your benefits on a monthly basis and pay less in taxes on your Social Security.
If you’re someone who wants more than just a diversified pie chart for your retirement savings and are interested in maximizing your Social Security benefits, then this video is for you. We will talk about full retirement age and benefits, how to master your provisional income, and share a critical Social Security strategy with you today.
0:00 – Intro
0:33 – How do we maximize our benefits?
1:09 – Full retirement age and benefits
1:59 – A critical Social Security strategy
2:46 – How to master provisional income
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