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Before You Cash In: 6 Essential Tips to Maximize Your Social Security Benefits
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In this episode of the Ready to Retire! podcast, host Danette Lowe CFP®, shares crucial tips to maximize your Social Security benefits and ensure a financially secure retirement.
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Episode Summary:
Many Americans make common mistakes by starting to claim Social Security without a strategy, potentially leaving thousands of dollars on the table.
Danette presents five essential tips to know before claiming benefits, covering topics such as eligibility requirements, full retirement age, the early claiming penalty, working during retirement, and spousal benefits.
She also provides a bonus tip on the windfall elimination provision for those covered by alternative pension plans.
Listeners can access additional resources, including a Social Security statement, retirement age calculation chart, and a free downloadable workbook. By implementing these tips, individuals can make informed decisions and optimize their Social Security benefits for a comfortable retirement.
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About Danette: https://tinyurl.com/28pg94tt/
Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference.
Founder – Wealth Advisor
TruNorth Wealth Management, LLC
1662 HWY 395 N, Suite 203, Minden, NV 89423
Connect with Danette @ https://linktr.ee/trunorthwealth
This podcast is for informational purposes only. The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation. Neither Commonwealth Financial Network nor your representative provides tax advice.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
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