Social Security Claiming Tips + New Legislation

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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