Do you want to get the most out of your Social Security benefit? In today’s video, you’ll learn how Social Security is funded and how you can maximize it.
Timestamps:
00:00 – Introduction
1:00 – How Social Security Works
2:03 – Indexing For Inflation
3:00 – Earnings Are Means Tested
4:20 – Understanding Your Social Security Benefits
5:20 – Primary Insurance Amount
6:25 – Importance of 35 Years
7:43 – Delayed Retirement Credits
8:34 – Spousal Benefit
10:16 – Understanding Survivor Benefits
11:07 – Tax Planning & More!
Learn the tips & strategies to get the most out of life with your money.
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About Root: https://www.youtube.com/watch?v=ZPy7Qlmemy8&t=1s
Worried about retirement? Start here: https://www.youtube.com/watch?v=c1dCo73XTw4&t=1s
Advisory services are offered through Root Financial Partners, LLC, an SEC registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. We do not provide tax preparation or legal services. Always consult with your CPA or attorney regarding your specific situation.
Viewing this video does not create an advisory relationship with Root Financial. We only provide advisory services to clients under a written agreement. Investment strategies discussed may not be suitable for everyone. All investments involve risk, and past performance is not indicative of future results. Any opinions expressed are as of the date of recording and are subject to change.
Comments left on this video reflect the views and opinions of the individual commenters and do not necessarily represent the views of Root Financial Partners, LLC. Comments should not be considered a testimonial or endorsement of our services and have not been solicited or compensated. Root does not verify the accuracy of comments and is not responsible for their content.
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