“When should I start taking Social Security?”

“Can I claim spousal benefits? If yes, how much?”

“How will my Social Security income be taxed?”

These are some of the questions that many retirees (and soon-to-be retirees) struggle with!

In this eye-opening episode, Jim Kruzan, CFP®, CRPC®, explains the top five Social Security filing mistakes to avoid and how to make well-informed decisions that can potentially make or break your retirement!

Jim discusses:

• Benefits of delaying Social Security until age 70 (and what happens if you file early)
  
• Eligibility criteria for spousal benefits and the ideal time to claim them
  
• The “earnings test” you should know about before filing for Social Security
  
• How to maximize survivor benefits
  
• How to minimize the potential tax burden on Social Security
  
• And more
  

Resources:

• The 5 Most Important Questions to Ask a Financial Advisor Before Hiring Them
  
• 7 Common Retirement Planning Mistakes (And How To Avoid Them)
  
• Start Designing Your Bigger Bolder Retirement
  
• How is Social Security financed?
  
• History of Social Security
  
• Social Security Retirement Benefits
  
• List of various Social Security Benefits
  
• Ida May Fuller – The first Social Security Beneficiary
  
• Social Security Research, Statistics, and Policy Analysis 
  
• Retirement Earnings Test
  
• Canceling your Social Security Benefits
  
• Social Security benefits for family and spouses
  
• Social Security Survivor Benefits
  
• Income Taxes and Your Social Security Benefits
  

Connect with Jim Kruzan: 

• (800) 638-6900
  
• Kaydan Wealth Management
  
• LinkedIn: Jim Kruzan
  
• LinkedIn: Kaydan Wealth Management
  
• Facebook: Kaydan Wealth Management
  
• Instagram: Kaydan Wealth Management
  
• YouTube: Kaydan Wealth Management
  
• Twitter: Kaydan Wealth Management