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Jul 2024
28m 56s

Ep. 44 - Tricks & Tips to Maximize Your ...

Michelle Moses | CFP® & Realtor®
About this episode

Are you wondering when to take Social Security and how to maximize your benefits? In this episode, I talk with retirement planner, Greg Kurinec, CFP®, MRFC® about strategies to get the most from your Social Security benefits.

Greg, explains the decision-making factors for taking Social Security early or delaying it, emphasizing the need to consider health, life expectancy, and employment status.

We also cover:

  • Utilizing pre-tax accounts to bridge the gap before claiming Social Security at age 70.
  • Conversion of pre-tax accounts to Roth accounts.
  • Potential reforms to preserve Social Security.

 

Subscribe to the Me Financial Podcast to hear more and don't forget to leave a review!

 

Contact Gregory J. Kurinec, CFP®, MRFC® - www.pennantplanning.com/

 

Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor

Follow Michelle on Instagram - michelle.e.moses

Visit the Me Financial Website - www.mefinancial.net  

 

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.

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