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About The Show
On Your Money, Your Wealth®, Joe Anderson and “Big Al” Clopine tell it like it is, answering personal finance questions that really matter to pre-retirees and retirees about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth IRA conversions and contributions, and more. We don’t push hot stocks, feed panic about the markets, or sell you on the latest investment scheme. Instead, on YMYW we offer retirement investing strategies that can help you retire successfully.
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The Social Security Handbook
Whether you are retiring in a few months or a few years, Social Security is one of the most important decisions of your retirement. This Social Security Handbook walks you through what you will need to know for 2019 and beyond.
This guide will explain…
- History of Social Security
- Recent Changes
- How Social Security Works
- Who is Eligible
- How Benefits Are Calculated
- Individual Benefits
- When to Collect Your Benefits
- Collecting Early vs. Late
- Working & Collecting Benefits
- Social Security Rules
- Spousal Benefits
- Survivor Benefits
- Divorced Benefits
- Social Security & Taxes
- Case Study: Advanced Filing Strategies
The Financial World Is Complex
Your hosts break it down, making it easier to understand.
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