Encore: 6 Social Security Mistakes That Can Damage Your Retirement
Big Picture Retirement
English - December 18, 2023 10:00 - 50 minutes - 57.8 MB - ★★★★★ - 366 ratingsInvesting Business News Business News cfp retirement investing planner socialsecurity ssi taxes Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Encore: Tax Loss (and Gain!) Harvesting with Andy Panko
Next Episode: Encore: Asset Protection for Personal Property
In today's encore episode, we're talking about how to avoid the six most common Social Security mistakes. Some of these mistakes can be easily corrected. However, others can result in long-term or even permanent damage.
In today's episode, John and I talk about:
Small missteps that cause overpayment notices Miscalculating spousal and survivor benefits Avoidable earning’s record errors The Social Security tax bomb Relying on the SSA for your advice Using software to make decisionsAlthough this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.
Contact Devin’s team at https://www.carrolladvisory.com/
Contact John’s team at https://www.rossandshoalmire.com/