About this episode
Staying informed about Social Security changes is crucial for maximizing your benefits, and recent legislation will change benefits for a significant number of Americans. Today we’re going to bring you up to speed on the Social Security Fairness Act and explain how this legislation will be retroactive to 2024, potentially offering a financial windfall for affected retirees.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:48 – The Social Security Fairness Act
5:42 – Claiming strategies
10:22 – Strategies for dual-income households
14:03 – Previous marriages
18:31 – SSDI and SSI
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Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.com/welcome
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