Figuring out the calculation for Social Security spousal benefits, especially when adjusting for age, can be tricky. In this video, I make it easy to understand!
Resources:
RS 00615.020 Dual Entitlement Overview
https://secure.ssa.gov/poms.nsf/lnx/0...
RS 00615.694 DRCs in DualEntitlement Cases https://secure.ssa.gov/poms.nsf/lnx/0...
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Donât miss my free online workshop, âHow to Choose the RIGHT Age to File for Social Security.â In this workshop youâll learn:
âThe Most Important Factors to Consider BEFORE You File for Benefits
âHow to Coordinate Your Social Security Filing Decision with Your Other Assets & Income for a Tax Efficient Distribution Strategy
âWhy This Is The Biggest Decision of Your Retirement
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HEAR YE HEAR YE: Some of my videos contain links to third party products, apps, and services. If you click through, I may receive a small referral fee to my media company (Carroll Media Properties) through their referral program. Rest assured, I only recommend products or services that I believe will be helpful and informative to my audience.
ââ âPlease read thisââ â
â I am not an attorney, SSDI advocate, or affiliated with the Social Security Administration or any other entity of the US Federal Government. I am a practicing financial planner, but Iâm not YOUR financial planner and since I donât really know you, I canât give you advice. So please donât take this video as specific advice for your specific situation. Consult your own tax, legal and financial advisors.