Retirement Made Simple

Social Security Benefits While Working (Updated for 2023)


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In this episode, we explore the complexities of earning an income and receiving social security benefits.

Key points covered in this episode:
-Case Study: A real-life scenario where a prospect's social security payments were abruptly stopped, leading to confusion and concern.
-Understanding Social Security: An in-depth look at the intricacies of claiming social security benefits while working a part-time or full-time job.
-Earnings Thresholds: Discussion on the various income thresholds and the penalties that apply when you exceed them.
-Q&A Segment: Answers to commonly asked questions about retirement planning, including the impact of a working spouse on your social security benefits, and whether or not you need to report your income to the Social Security Administration.
*Free Retirement Assessment* // https://foundryfinancial.org/get-started
*Private Facebook Group* // http://facebook.com/groups/retirementforum

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Retirement Made SimpleBy Kevin Lum, CFP®

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