Tag: Women’s Retirement Planning

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Three Game-Changing Social Security Strategies (Ep. 47)

Three Game-Changing Social Security Strategies (Ep. 47)

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Your Social Security decisions can significantly impact your financial future. How can you make the most of these benefits while avoiding common pitfalls?

In this episode, I explore three lesser-known Social Security strategies that could transform your retirement income plan. From timing benefits to maximizing survivor payouts, I give practical advice to help you make informed decisions for a stronger financial future.

Episode Highlights:

  • Withdrawing Social Security applications to correct early filing decisions, including the repayment process and impact on benefits
  • Suspending benefits at full retirement age to increase future payouts or enhance survivor benefits for a spouse
  • Claiming six months of retroactive benefits for flexibility in tax and income planning
  • The tax implications of Social Security strategies, highlighting scenarios where planning minimizes lifetime tax liability
  • The importance of consulting financial advisors who specialize in retirement to tailor strategies to individual circumstances
  • And more!

Resources:

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Listener Q&A: Social Security Fairness Act and Optimizing Social Security (Ep. 45)

Listener Q&A: Social Security Fairness Act and Optimizing Social Security (Ep. 45)

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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:

Connect with Eric Blake: 

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