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Social Security and the Newly Introduce Cost of Living Adjustment (COLA)

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Manage episode 430379793 series 3560779
Innhold levert av Regsitered Media and Game Changer Wealth. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Regsitered Media and Game Changer Wealth eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode of Game Changer Retirement Radio Jerry Linebaugh discusses the importance of social security in retirement and how to maximize its benefits. He explains the cost of living adjustment (COLA) and its correlation with inflation. Jerry also shares strategies for increasing retirement income, such as annuities and preferred dividend-paying stocks. He emphasizes the need for a comprehensive retirement plan and offers his expertise in areas like estate planning and tax optimization. The conversation concludes with a discussion on the social security clawback and how to minimize taxes in retirement. If you are approaching retirement age you don't want to miss this episode!

Disclaimer: Investment Advisory Services offered through Prostatis Group, LLC, dba Game Changer Wealth, a Registered Investment Adviser. The information contained in this electronic message and any attachments to this message are intended for the exclusive use of the addressee(s) and may contain confidential or privileged information. No representation is made concerning its accuracy or the completeness of the information contained in this electronic message. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this e-mail and any attachment(s) is strictly prohibited. Please reply to the sender at Game Changer Wealth and destroy all copies of this message and any attachments from your system. Game Changer Wealth recommends that you do not send confidential information to us via electronic mail. Game Changer Wealth will not accept time-sensitive or action-oriented messages delivered to us via electronic mail, including authorization to "buy" or "sell" a security, or instructions to conduct any other financial transaction.

IRS CIRCULAR 230 DISCLOSURE To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

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46 episoder

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Manage episode 430379793 series 3560779
Innhold levert av Regsitered Media and Game Changer Wealth. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Regsitered Media and Game Changer Wealth eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode of Game Changer Retirement Radio Jerry Linebaugh discusses the importance of social security in retirement and how to maximize its benefits. He explains the cost of living adjustment (COLA) and its correlation with inflation. Jerry also shares strategies for increasing retirement income, such as annuities and preferred dividend-paying stocks. He emphasizes the need for a comprehensive retirement plan and offers his expertise in areas like estate planning and tax optimization. The conversation concludes with a discussion on the social security clawback and how to minimize taxes in retirement. If you are approaching retirement age you don't want to miss this episode!

Disclaimer: Investment Advisory Services offered through Prostatis Group, LLC, dba Game Changer Wealth, a Registered Investment Adviser. The information contained in this electronic message and any attachments to this message are intended for the exclusive use of the addressee(s) and may contain confidential or privileged information. No representation is made concerning its accuracy or the completeness of the information contained in this electronic message. If you are not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this e-mail and any attachment(s) is strictly prohibited. Please reply to the sender at Game Changer Wealth and destroy all copies of this message and any attachments from your system. Game Changer Wealth recommends that you do not send confidential information to us via electronic mail. Game Changer Wealth will not accept time-sensitive or action-oriented messages delivered to us via electronic mail, including authorization to "buy" or "sell" a security, or instructions to conduct any other financial transaction.

IRS CIRCULAR 230 DISCLOSURE To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

  continue reading

46 episoder

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