Social Security Spousal Benefits: The Complete Guide



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Social Security spousal benefits are some of the most generous benefits you'll receive in retirement. If you understand these rules it could make a BIG difference in the amount of benefits you receive. At face value, spousal benefits look simple and easy to understand. But once you dig in, there are lots of nuances that can lead someone to getting a smaller benefit than they are entitled to receive. In this video I want to break this topic down into three sections. I’ll discuss what a spousal benefit actually is, what it takes to qualify for spousal benefits and then I’ll cover how to calculate spousal benefits. Fair warning…this may be a longer video than most of the videos that I publish. But there’s no fluff here. You need to understand everything in this video. You don’t have to do it all at one time though. You can watch this video in segments or come back and revisit specific areas as needed. 2:26 What is a spousal benefit? 4:55 What it takes to qualify for spousal benefits 7:30 How to calculate the spousal benefit the right way 🔥🔥 Get the Ultimate Social Security Cheat Sheet! It takes the essential information from the 100,000 page Social Security website and condenses it down to just one page! http://devincarroll.me/sscheatsheetyt 🔥🔥 📍We can show you how to retire with confidence! 📍In our Retirement Roadmap plan, we can help make your retirement savings last longer and reduce your taxes by coordinating your Social Security filing strategy, retirement account withdrawals, and Roth conversions. 📞Schedule your call and see if this plan is a fit for you. https://www.devincarroll.com/roadmap 🎤 If you're preparing for retirement or already enjoying it, you'll definitely want to catch my podcast, Big Picture Retirement. Your retirement's success hinges on seeing the "big picture" and tying together your legal, tax, and financial strategies. On the show, we dive deep to offer insights on effective planning, and I'm joined by my co-hosts - attorney John Ross and yours truly, financial planner Devin Carroll. https://www.bigpictureretirement.com/ ➡️ Want to hire Devin and his team? -- https://www.carrolladvisory.com Don’t miss my free online workshop, “How to Choose the RIGHT Age to File for Social Security.” In this workshop you’ll learn: ✔The Most Important Factors to Consider BEFORE You File for Benefits ✔How to Coordinate Your Social Security Filing Decision with Your Other Assets & Income for a Tax Efficient Distribution Strategy ✔Why This Is The Biggest Decision of Your Retirement Access the workshop today at this link https://www.devincarroll.com/SSessentialsonlineworkshop ➡️ Get a copy of my best-selling book, Social Security Basics, here -- https://amzn.to/2twsABZ ➡️ Social Security Questions? Join my FREE Facebook Group! https://www.facebook.com/groups/428684237572614 📜 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. ⭐⚠️⭐Please read this⭐⚠️⭐ ⚠️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 I’m not YOUR financial planner and since I don’t really know you, I can’t give you advice. So please don’t take this video as specific advice for your specific situation. Consult your own tax, legal and financial advisors. 🙇🙇🙇🙇🙇 -----------------------------------------------------------------------------------------------------

Published by: Devin Carroll Published at: 5 years ago Category: مردم و وبلاگ