Wine Down - Social Security Questions Answered
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We understand that social security isn\\u2019t the most exciting topic to talk about or listen to, but some questions need answers.
In this episode of the Secure Your Retirement podcast, we answer 3 major questions on social security over a glass of Ros\\xe9 wine. We talk about social security benefits, taxes, and the right time to take social security.
Listen in to learn why you need an individual financial plan that dictates the right time to take social security rather than waiting until age 70.
In this episode, find out:
\\u25cf How to know what your social security benefits will be through the ssa.gov website.
\\u25cf The process of applying for social security once you know when to take it.
\\u25cf Understanding how spousal benefits work in social security.
\\u25cf The current youngest age that you can take your social security benefits.
\\u25cf The things to consider when taking social security early to avoid penalties.
\\u25cf The importance of having an advisor to help you think through the tax side of social security.
\\u25cf Why it is subjective when it comes to the right time to take your social security.
Tweetable Quotes:
\\u25cf \\u201cWhen you know when you want to apply for social security, you want to apply 3 months before.\\u201d- Murs Tariq
\\u25cf \\u201cIf you\\u2019re taking social security, don\\u2019t think that it\\u2019s tax-free and you want to make sure that you run an analysis and you\\u2019re working with an advisor to help you think through tax.\\u201d- Radon Stancil
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
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