Encore: 6 Social Security Mistakes That Can Damage Your Retirement
In today's encore episode, we're talking about how to avoid the six most common Social Security mistakes. Some of these mistakes can be easily corrected. However, others can result in long-term or even permanent damage. In today's episode, John...
In today's encore episode, we're talking about how to avoid the six most common Social Security mistakes. Some of these mistakes can be easily corrected. However, others can result in long-term or even permanent damage.
In today's episode, John and I talk about:
- Small missteps that cause overpayment notices
- Miscalculating spousal and survivor benefits
- Avoidable earning’s record errors
- The Social Security tax bomb
- Relying on the SSA for your advice
- Using software to make decisions
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.
Contact Devin’s team at https://www.carrolladvisory.com/
Contact John’s team at https://www.rossandshoalmire.com/
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Don’t miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517
Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.”
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.
Contact Devin’s team at https://www.carrolladvisory.com/
Contact John’s team at https://www.rossandshoalmire.com/
Want to ask a question? You can find us in our Facebook group. https://www.facebook.com/groups/bigpictureretirement
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