How to Maximize Your Social Security and Keep More in Retirement (Ep. 29)

Most retirees unknowingly leave thousands of dollars on the table just by filing for Social Security the wrong way.

In this episode, Ryan and Tyson Thacker reveal how the right claiming strategy can mean hundreds of thousands more in retirement income. They break down the key mistakes people make, how taxes and Medicare tie into your benefits, and how a simple plan can help you keep more of what’s yours.

They also uncover real examples showing how timing, coordination, and smart planning can turn your Social Security into a powerful foundation for your retirement income.

Key takeaways:

  • How Social Security became the foundation of your retirement plan and why so many misunderstand how it works
  • The real cost of claiming benefits too early and how waiting could increase your lifetime income by 8% per year
  • How ignoring taxes and Medicare premiums can quietly drain thousands from your benefits
  • A real-life case study of a couple who gained over $207,000 by filing strategically
  • Why integrating Social Security with your IRA, 401(k), and overall retirement income plan can double your wealth’s long-term impact
  • And more!

Resources:

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Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. We are fiduciary financial planners who create custom retirement plans to help maximize social security and minimize tax and risk. Advisory services are offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm. Insurance products and services are offered through B.O.S.S. Retirement Solutions. Marketing materials are provided by Infinity Marketing Services.

This content is provided for informational purposes only. It is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. We are not affiliated with any government agency including the Social Security Administration.

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