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Phil's Tax HacksAuthor: Phil Putney
Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts! Language: en Genres: Business, Business News, Investing, News Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Social Security Claiming Tips + New Legislation
Episode 262
Thursday, 16 January, 2025
Staying informed about Social Security changes is crucial for maximizing your benefits, and recent legislation will change benefits for a significant number of Americans. Today we’re going to bring you up to speed on the Social Security Fairness Act and explain how this legislation will be retroactive to 2024, potentially offering a financial windfall for affected retirees. Here’s some of what we discuss in this episode: 0:00 – Intro 0:48 – The Social Security Fairness Act 5:42 – Claiming strategies 10:22 – Strategies for dual-income households 14:03 – Previous marriages 18:31 – SSDI and SSI For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96
