Get Guidance on social security strategy
Автор: Networth Advisors, LLC
Загружено: 2026-01-29
Просмотров: 1
Описание:
In this video, Beth Andrews, founder of Networth Advisors, discusses the importance of getting guidance before claiming Social Security benefits. She explains that coordinating benefits with your spouse and other income sources is key, and that Social Security can serve as a survivorship strategy while being taxed differently than other income.
Beth encourages viewers to schedule a free retirement checkup to review Social Security as part of a comprehensive retirement plan. This personalized analysis can help ensure you make informed decisions to maximize your retirement income.
To get started, call or text "CHECKUP" to 800-646-4806 or go to networthadvisorsllc.com to schedule your free retirement checkup with the Networth Advisors team.
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Timestamp Overview:
0:05 Introduction: Social Security and retirement
0:25 Importance of coordinating Social Security benefits with spouse and income sources
0:39 Social Security taxation compared to other income
0:57 Social Security as a survivorship strategy
1:10 Offering a free Social Security and retirement checkup
1:47 How to schedule the retirement checkup and closing remarks
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