“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

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