Savvy Social Security Planning January 24, 2024

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• Five major factors that must be considered for deciding the optimal age to start Social Security benefits
• Understand exactly how your benefit is calculated
• Strategies to maximize your benefit payment
• Financial health of Social Security and whether benefits might be lowered or discontinued in the future
• Strategies for married couples on coordinating when and how to start benefits to maximize lifetime income.
• Special rules for divorced and widowed spouses
• How much of your Social Security will be taxable.
• Rules and penalties for working while taking benefits.