Back by Popular Demand, This is a Must-Read eBook for Maximizing Social Security Benefits IN 2023! tHIS markS the 10th year of its publication.
How Much Social Security Will I Get?
A new study from the National Bureau of Economic Research shows the vast majority of American workers should wait beyond age 65 to collect Social Security benefits, but only about 10% do. The cost? The loss of more than $180,000 in lifetime income for the typical American household. Don’t make that same mistake. Learn how to maximize Social Security benefits with the latest edition of this valuable eBook.
Chapter 1: The ABCs of Social Security
Chapter 2: Disappearing Strategies
Chapter 3: Married Couples
Chapter 4: Widows and Widowers
Chapter 5: Divorce and Social Security
Chapter 6: Disability
Chapter 7: Exceptions for Public Employees
Chapter 8: Don’t Forget the Kids
Chapter 9: The Do-Over Strategy
Chapter 10: Filing for Benefits Online
Chapter 11: How Benefits Are Taxed
Chapter 12: Social Security and Medicare
Chapter 13: New Rules, New Strategies
WHY YOU NEED THIS
COVID-19The Covid-19 pandemic forced some people to retire early and rethink their Social Security claiming plans. Learn how you can reverse your decision to create bigger future benefits.
INFLATIONThe highest inflation in 40 years underscores the real value of Social Security. It’s one of the few sources of retirement income that is adjusted for inflation. Benefits rose a whopping 8.7% in 2023.
LEGISLATIONSocial Security faces long-term funding problems, but don’t let that scare you into claiming early and locking in smaller benefits for life. Check this website for legislative updates and planning tips.
An indispensable guide that translates complicated Social Security claiming rules into to simple action steps to maximizing Social Security benefits for the rest of your life.
“I consider your guide the best investment I’ve ever made. That $30 translated into an immediate return of $10,318—easily my most profitable investment.”
~ Robert V. Donovan, ChFC, CFP
“Thank you for the wealth of information you provided… in your eBook Maximizing Social Security Benefits!”
~ Ben Varnell
“Your Social Security eBook is like a bible in our office. Rarely a day goes by when one of our advisors doesn’t have a question about Social Security. And there’s never been a time when we haven’t found the answer in your book. Thanks for being such an incredible resource for us.”
~Phil Lubinski, CFP®
“Mary Beth has been instrumental in our financial planning practice. Her knowledge of the ever-changing Social Security landscape has been immensely helpful to our team and our clients. Her expertise allows us to be confident in the advice and recommendations we give daily. It is worth your time to read her eBook.”
~Katie Caplinger, CFP®
“I consider ‘Maximizing Social Security Retirement Benefits’ an indispensable resource. Social Security is a maze - extremely complex with rules, exceptions to the rules, exceptions to the exceptions, etc. I am so impressed at how she provides such relevant information in a condensed, easy-to-read format.”
~Jason Hochstadt, CFP®, AIF®
“Thanks for your many columns that help educate the thousands of other financial advisers and me about Social Security and Medicare. Without your columns and maximizing guide, I am not sure how I would have learned so much, been able to answer complex questions, and given sound advice to all my clients.”
~Bob Munger, Goldstein Munger + Associates Financial Advisers