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5+ Ways to Maximize Your Social Security Benefits


Make the most out of your Social Security in retirement by understanding how Social Security benefits work and what Social Security collecting strategies are available. Allison Alley, CFP®, AIF®, Pure financial advisor outlines 5 ways to maximize your benefits: 1. Understand how your Social Security benefit is calculated. 2. Impact of collecting Social Security benefits early or late. 3. The importance of spousal benefits. 4. Applying for survivor benefits if applicable. 5. How much of your Social Security income is subject to federal taxation. Also: Withdrawing your Social Security Retirement application. Check your Social Security earnings record for accuracy. Download the Social Security Handbook: Watch Allison's full webinar on Maximizing Social Security Benefits Under the Latest Rules: Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with any one of our experienced financial professionals: Office locations: Ask Joe & Big Al On Air: Subscribe to our YouTube channel: Subscribe to the Your Money, Your Wealth® podcast: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor. • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation. AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation. #socialsecurity #spousalbenefits #retirement...(read more)


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