The Secrets to Maximizing Your Social Security as a Couple
Mar 16, 2024•13 min•Season 2024Ep. 316
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Episode description
Social Security claiming strategies for married couples can be more complex because you need to consider spousal benefits and survivor benefits. In this video, Peter with Richon Planning and Erin Kennedy talk through some key questions, including:
- Spousal strategies: how to leverage spousal benefits for a bigger joint income.
- Planning for the future: Understand how claiming decisions impact your survivor benefits and overall financial security.
There are more than 9,000 permutations if you're married and looking to claim Social Security, which is why this isn't simply an equation; it needs to be a conversation with an expert. If you'd like to speak with Peter to learn how to maximize your monthly checks, please give him a call at (919) 300-5886, or schedule a complimentary appointment at www.RichonPlanning.com
#SocialSecurity #SocialSecurityClaimingStrategies #Retirement #FinancialPlanning # WealthManagement
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