Listener Q&A: Social Security Fairness Act and Optimizing Social Security (Ep. 45)
Retirement planning can feel overwhelming, especially when navigating complex systems like Social Security.
Join me as I unravel the pressing questions around Social Security reform, empowering women to take charge of their financial future. From the Social Security Fairness Act updates to the Widow’s Penalty, this episode is packed with actionable strategies to help listeners achieve financial clarity and confidence in retirement.
Tune in to learn about:
- The Social Security Fairness Act updates, including retroactive payments and accelerated timelines for increased benefits
- The impact of government pension offsets and spousal benefits, clarifying eligibility for survivor benefits
- Strategies to address challenges such as the Widow’s Penalty and potential tax implications for single filers
- The importance of timely applications for Social Security benefits to avoid missing retroactive payments
- Upcoming initiatives, including the Women’s Retirement Success webinar series, aimed at educating women on financial planning topics
- And more!
Resources:
- Visit SSA.gov: To check Social Security statements and eligibility
- Social Security Fairness Act Update Page
- SSA.gov Press Release on Retroactive Payments and Increased Benefits
- Women’s Retirement Success Webinar Series
- #40 – The Social Security Fairness Act
- #37 – Top 5 Questions on Social Security Survivor Benefits
- #32 – The Essentials of Social Security: An Insider’s Insights to Help You Plan with Confidence
- #24 – Understanding Spousal (and Ex-Spousal) Social Security Benefits
- #14 – Top 5 Things Every Woman Should Know About Social Security
Connect with Eric Blake:
- www.TheSimplyRetirementPodcast.com
- Join the Simply Retirement Newsletter
- Ask a Question or Suggest a Topic for the Podcast
- Blake Wealth Management
- YouTube
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