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Get the MOST Out of Your Social Security Benefit Explained!

In this video, I’ll cover everything you need to know about Social Security benefits—from how to qualify to strategies for maximizing your income. If you’re wondering when to file, how to take advantage of spousal benefits, or what survivor benefits mean for your family, this video will answer all your questions.

Understanding Social Security is crucial for thoughtful retirement planning. I’ll break down the essential steps to help you make informed decisions to maximize your benefits.

We’ll explore how to qualify for Social Security benefits and the steps needed to meet eligibility. You’ll learn when to file for maximum income and how spousal benefits work, including who qualifies and how couples can plan strategically. We’ll also cover survivor benefits to help you understand how your loved ones can benefit and critical tax considerations to determine if your benefits will be taxed.

Zachary Morris

Zachary Morris, CFP®

Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson’s statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER™ provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way.