This week, Heidi & Gerry Ricken discuss the importance of creating core memories and bucket list experiences in retirement. They share personal stories of traveling with family and the value of these moments. The conversation then transitions to the ABCs of retirement and specifically focuses on taxation and social security. They explain how social security benefits are taxed based on combined income and discuss the different levels of taxation. They also touch on the death benefit and survivor benefit in social security. They emphasize the need for personalized planning and maximizing social security benefits based on individual circumstances.

For more information or to ask your own question, visit www.rickenfinancial.com 

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