Social Security Changes | Wealth DNA Radio April 11, 2016


Social Security Changes

The Wealth DNA Radio Show is dedicated to helping you increase your wealth, as well as educating savers & investors. During this show we’ll cover the recent changes in filing options for Social Security benefits. The alternatives were already confusing, and at the end of 2015 the US government decided it might be fun to add more confusion through April 30, 2016. As if filing Estate, Partnership & Personal income taxes wasn’t already enough to deal with in April!

        If you or your spouse are over the age of 61 and eligible for Social Security, you can’t miss this show. Others will also benefit by understanding the impact of these changes on them, their family and friends. Our listeners want to maximize the amount of benefits available during their lifetime, and thus need to understand which of the Social Security 500+ filing options would be best for them given their longevity, marital status, spouses age, and assets in their traditional IRA’s or 401k’s. But we can’t forget about the difference in income tax impacts among the best options, which should be factored into that final decision.

        Our special guest is Mary Beth Franklin, CFP, award winning journalist, and Contributing Editor of InvestmentNews. She is a frequent public speaker, frequent guest on radio and TV programs, writes a weekly column, and blogs on the exact topics we’d like to cover! Mary Beth is the author of “Maximizing Your Clients’ Social Security Retirement Benefits” eBook you’ll want to take advantage of. Her experience includes serving as the tax & retirement editor of Kiplinger’s Personal Finance Magazine and Retirement Planning Guide, as well as congressional reporter for United Press International.

        The Social Security Administration would be well-served to take advantage of her experience & tips when they don’t know what advice to give … and we certainly will benefit.  So whether you’re nearing retirement, already retired, or 30 years from retirement … grab a cup of coffee, tea, glass of wine, or your favorite beverage and join us for this show on the Social Security Changes …

     Monday April 11th, 2016
      – 9:00 AM in Arizona (12:00 noon on the US East Coast)
      – and every 2nd & 4th Monday    

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