Guide to Social Security and Medicare
How To Maximize Your Retirement Income
The Guide to Social Security and Medicare was created to help retirees understand Social Security and maximize their Social Security income. This easy-to-read guide lays out all the ways to get the most out of your Social Security benefit, with insights on topics including:
- When you should start claiming your Social Security benefits
- Who should delay retirement and how long to delay
- How spousal benefits can be utilized
- How to navigate Medicare
- How taxes can impact your Social Security earnings
- And more!
Guide to Social Security and Medicare
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Social Security Guide
With the state of Social Security today, you need more than a guide, you need a Sherpa. If you’d like someone to guide you through the maze of government redtape, that’s probably not us. However, if you’re looking to learn what you can do increase your spendable income at retirement and reduce your Social Security taxes, we can help.
On average, we save married couples with full Social Security Benefits, $306,000* in unnecessary income taxes, between the ages of 65-90. Imagine having an extra quarter of a million dollars!
Social Security and Medicare Taxation
Learn how your assets can trigger taxes on your Social Security and Medicare benefits.
Watch the full video, but this should start at (~31:41) the point of taxes on your provisional income when considering Social Security and Medicare.
Government Benefits…
Learn what you can do to maximize your government benefits, like Social Security.
Contact us for your no cost and no obligation consultation to learn more.
“For retirement income, we must step away from the notion that either investments or insurance alone will best serve retirees. More emphasis is needed on the basic forms of insurance products, and how they may behave as part of an integrated retirement income plan.” ~Wade D. Pfau, Ph.D., CFA
Download our Retirement Guide and Maximize Your Benefits
Learn what you can do to maximize your retirment income in The Safe Money Guide
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*Social Security Benefits can become taxable according to the IRS and your provisional income. This example is based on the average married couple receiving $4,800/mo income for 25 years.