Making the Most of Social Security - 2026 скачать в хорошем качестве

Making the Most of Social Security - 2026

Are you wondering when to file for Social Security? Is it best to start at 62, your full retirement age of 67, or wait until 70? The timing of your filing can make a significant difference in your lifetime benefits, potentially totaling tens of thousands of dollars! Join Mike Heatwole, founder and CEO of The Dala Group, as he shares essential strategies to help you optimize your Social Security benefits. What You'll Learn: ✨ Current outlook for Social Security and eligibility requirements ✨ How to access and evaluate your Social Security benefit statement ✨ Filing strategies for singles, couples, divorced individuals, and widows ✨ Understanding the impact of pensions, retroactive benefits, and earnings limits ✨ Recent policy changes and how they affect your benefits ✨ Key tax implications surrounding your Social Security income This video focuses solely on retirement benefits, giving you insight and clarity as you plan for your financial future. If you're nearing retirement age, you won't want to miss this valuable information that could shape your financial outlook for years to come. 🔗 Links: [Social Security Administration] https://www.ssa.gov [Social Security Benefits Calculator] www.ssa.gov/benefits/calculators [Our Wealth Management Services] https://www.thedalagroup.com #SocialSecurity #RetirementPlanning #WealthManagement #DalaGroup ⏱Timestamps⏱ 00:00 Intro 00:30 Who This Video is For 01:04 What We’ll Cover 01:43 The Social Security Trustee’s Report 02:51 Who is Eligible for Social Security Benefits? 03:34 Reviewing Your Benefits Statement 05:30 How Timing Affects Your Benefits 06:27 Filing Strategies for Married Couples 08:29 The Impact of Divorce 09:18 Survivor Benefits 10:12 The Repeal of WEP and GPO 10:50 How to Receive Retroactive Benefits 11:44 The Annual Cost of Living Adjustment 12:11 Collecting Social Security While Working 12:45 Federal Taxation of Social Security Benefits 14:18 State Income Tax 14:47 Wrap Up