Catching Up to FI

Social Security Made Simple | Mike Piper | 054

Jan 7, 2024
Mike Piper, a CPA and author of "Social Security Made Simple," joins Bill and Becky to demystify Social Security benefits. They explore optimal claiming strategies, highlighting the advantages of delaying benefits to boost household income. Mike discusses the importance of spousal benefits and tax implications, often overlooked yet critical for planning. He provides insights into survivor benefits, financial planning for differing earning histories, and strategies for maximizing retirement income through effective timing and understanding of eligibility.
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