Back to Social Security

How to Maximize Your Social Security Benefits

18 minutes 13 seconds

[0:01] Great Waters Financial exists to help you live retirement greatly.

[1:15] Social Security is one of the most impactful retirement planning decisions you will make.

[1:51] What it takes to qualify for Social Security and when you can begin taking Social Security. 

[3:04] The difference between taking Social Security early and late.

[4:22] A few often overlooked considerations when it comes to Social Security.

[5:28] What you need to know if you are working while taking Social Security benefits.

[9:05] If you were born on or before January 1st, 1954, this is for you.

[10:31] A claiming strategy for you and your spouse to help increase your benefits.

[11:49] The three main sources of income in retirement.

[12:12] How Social Security is taxed and what it means for your retirement.

[14:42] Potential long-term consequences for taking money from your investments without a tax strategy plan.

[16:01] Strategies to consider to reduce your provisional income and reduce your tax exposure.

[16:48] Live the retirement of your dreams. 

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Start by talking with one of our advisors. We’ll get you on the right track into pursuing your retirement dreams by answering your questions, and giving you resources for this next chapter.

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