Social Security’s Secret Mid-Year Retirement Rule (Still Here in 2026!) скачать в хорошем качестве

Social Security’s Secret Mid-Year Retirement Rule (Still Here in 2026!)

When you claim Social Security benefits before your full retirement age, the Social Security Administration has a rule that can reduce your payments if you earn too much money. But what if you retire mid-year after you've already made a substantial income? Fortunately, there's a special loophole for this exact situation. I'll explain the little-known "special earnings limit rule" that can allow you to receive full Social Security checks for the rest of the year, even if your total annual income is over the limit. I'll also walk you through real-world examples and debunk the fake news about this rule ending in 2026. This is essential information for anyone planning to retire in the middle of the year and wanting to maximize their benefits. ________________________________________________________ Free download: My ULTIMATE retirement planning checklist: https://sophoswm.com/get-your-free-co... 🔗 Learn more or connect with me: https://SophosWM.com/ Scott Caufield, CFA, CPA is an investment advisor and the founder of Sophos Wealth Management, LLC. Sophos Wealth Management, LLC is a registered investment advisor in Woodinville, Washington. All content is for educational purposes and should not be considered financial advice. Please consult appropriate tax, legal, or financial professionals before making any financial decisions.