MoneyRx for CRNAs

Maximizing Your Social Security Benefits: Part 2

Brett Fellows, CFP® Season 1 Episode 10

In Part 2 of this two-part series, Brett continues his discussion of the significance of Social Security for CRNAs, offering additional insights into claiming strategies, spousal benefits, and the taxation of retiree benefits. 

[02:05] Understanding when to claim Social Security retirement benefits. 
[05:48] Estimating life expectancy and its impact on Social Security.
[10:21] Navigating the earned income test and tax implications. 
[14:50] Exploring Social Security spousal benefits. 
[17:38] Claiming strategies for married couples. 

For more information and resources related to this episode, please visit the show notes.