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The DIY Guide to Calculating Your Social Security Benefits

Автор: Scott Caufield, CFA, CPA

Загружено: 2024-07-23

Просмотров: 7243

Описание: Are you relying on Social Security Administration estimates for your retirement planning? It's time to take control of your future! In this video, I'll show you how to accurately calculate your own Social Security benefits, step by step.

Learn how to:
-Retrieve and use your full earnings record
-Apply indexing factors to your earnings
-Calculate your Average Indexed Monthly Earnings (AIME)
-Use bend points and the Primary Insurance Amount (PIA) formula
-Adjust your benefits based on claiming age

By mastering this process, you'll be able to:
-Model different career scenarios
-Plan more accurately for retirement
-Make informed decisions about when to claim benefits
-Better coordinate with other retirement income sources

Don't leave your retirement to chance. Watch now and empower yourself with the knowledge to optimize your Social Security benefits and secure your financial future.

Related Videos:
Ignore Social Security Breakeven Age:    • Ignore Social Security Breakeven Age  
Debunking the Myth: Social Security's "Guaranteed 8% Return" - What You Need to Know:    • Debunking the Myth: Social Security's "Gua...  
Should I Delay Social Security or Take it Early?    • Should I Delay Social Security or Take it ...  

______________________________________________________________________
👉 For more in-depth financial insights and retirement planning strategies, visit https://sophoswm.com/
💼 Want personalized advice? Book a consultation at https://calendly.com/sophoswm/intro-call

Contact info:
Email: [email protected]
Linkedin:   / scottcaufieldcfacpa  
Phone: (425) 954-6365

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