Episode 9 – Social Security Deep Dive

March 12, 2024

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In this episode of Building Wealthy Habits, Randy Barkley and Laura Lee dive into Social Security benefits and planning.

In this episode of Building Wealthy Habits, Randy Barkley and Laura Lee dive into Social Security benefits and planning, explaining eligibility requirements, the impact of starting benefits early vs late, and how benefits are calculated for spouses and survivors. They discuss how other retirement income like pensions and 401ks interact with Social Security. The podcast provides valuable insights on maximizing Social Security income through strategic planning and when benefits may be subject to taxation. Overall, it’s an informative discussion on navigating the complexities of Social Security in retirement.

This week on Building Wealthy Habits:

  • Social Security concerns for different generations. (0:03)
  • Social Security benefits and eligibility. (3:17)
  • Social Security benefits for widows/widowers and divorcees. (9:21)
  • Social Security benefits and retirement income. (15:05)
  • Social Security planning and tax implications. (20:39)
  • Social Security taxation and retirement planning. (24:07)

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This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.

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