#10 - Social Security Fundamentals


Manage episode 341642635 series 2982190
Зроблено Steve Martin, CFP®, CPA, JD and Mel Bond, CFP®, CFA, Steve Martin, CPA, JD, Mel Bond, and CFA і знайдено завдяки Player FM та нашій спільноті. Авторські права належать видавцю, а не Player FM, і аудіоматеріали транслюються безпосередньо з сервера видавця. Натисніть на кнопку Підписатися, щоб слідкувати за оновленнями в Player FM або скопіюйте і вставте посилання на канал до іншої програми для подкастів.

Knowing when to claim Social Security is a critical decision for retirement. Before you make that decision, it is important to understand the fundamentals of how Social Security retirement benefits are calculated and the nuances around the basic rules. It’s also important to understand how it fits into your overall retirement plan.

In this episode, Steve and Mel discuss the following:

  • How you can become eligible for Social Security retirement benefits.
  • How your retirement benefit is calculated.
  • How much can you expect from Social Security?
  • What is the risk that the Social Security system will be bankrupt by the time you retire?
  • What are the pros and cons of claiming earlier versus later?
  • What are the nuanced rules for spouses, surviving spouses, and divorcees?
  • And more!


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