Social security benefits and how they fit into an overall retirement income plan

Click here to download the audio!

May 8, 2017 – Join hosts, Bob Leins and Tammy Flanagan, Senior Benefits Director at NITP, as they welcome Mary Beth Franklin, Certified Financial Planner and expert on Social Security Claiming Strategies to the studio.  She is a Contributing Editor for InvestmentNews and President of RetirePro.

Although Congress changed some key Social Security claiming strategies last year, millions of married couples and eligible divorced spouses can still maximize their lifetime benefits.

Advertisement

Did you know?

  • Social security retirement benefits and survivor benefits represent two different pots of money. If you are entitled to your own retirement benefits and survivor benefits you can choose which benefit to claim first, and switch to the other later if it would increase your benefits.
  • Federal workers and retirees under the old CSRS system face possible benefit reductions if they try to claim Social Security based on their work in the private sector or as a spouse.

To ask a question and have it answered during the show, email us in advance at ForYourBenefit@nitpinc.com or call 202-465-3080 this coming Monday.  Program begins at 10:05 ET and questions are accepted between 10:20 AM and 10:55 AM.