1. When it comes to maximizing your benefits, it’s all about timing. Filing too early can mean receiving a smaller check and potentially leaving tens of thousands of dollars on the table. Knowing your “full retirement age” and delaying benefits enables you to maximize monthly payments.

    This video series was created to help you gain a better understanding of how and when you should start collecting your benefits.

    # vimeo.com/91721937 Uploaded 51 Plays 0 Comments
  2. Approximately two-thirds of retirees claim benefits as soon as they turn 62 (referred to as "early retirement").

    Did you realize than when you start collecting as soon as you are eligible, you surrender 25% of your full Social Security retirement benefit?

    Social Security is one of the most powerful financial assets you have. It’s a tax-favored income, guaranteed for life, indexed for inflation and can never be reduced. Are you sure you want to take a 25% reduction in your monthly payment?

    # vimeo.com/92166580 Uploaded 51 Plays 0 Comments
  3. "The only things certain in life are death and taxes." - Benjamin Franklin

    Taxes on your Social Security benefits are calculated based on a formula known as provisional income. Provisional income is the sum of all income plus 50% of your Social Security benefits. Deciding when to collect your benefits can have a significant impact on how much of your Social Security will be taxed.

    The good news: There are more efficient ways to arrange your finances so as to minimize your provisional income. Watch this short video to find out if you can reduce or eliminate taxation of your Social Security income.

    You paid into Social Security your entire working life. Only a financial professional who specializes in Social Security planning can help you maximize your benefits and make sure you receive everything you're entitled to.

    # vimeo.com/93149726 Uploaded 42 Plays 0 Comments
  4. Can you work while collecting Social Security benefits? If so, is it a good idea?

    As with many financial questions, the answer isn't black or white, the best answer is: It depends on your individual situation.

    For Example: If you decide to start collecting benefits before you reach "Full Retirement Age", the government will temporarily reduce the amount you receive or you may have to return part of your Social Security payment.

    Watch this short video to learn how you can calculate your full retirement age, and maximize your overall lifetime benefits.

    You paid into Social Security your entire working life. Only a financial professional who specializes in Social Security planning can help you maximize your benefits and make sure you receive everything you're entitled to.

    # vimeo.com/93621577 Uploaded 42 Plays 0 Comments
  5. Do you know that the income you receive by taking your Required Minimum Distributions (RMDs) can increase the taxes on Social Security benefits?

    The government forces you to take withdrawals upon reaching age 70 ½. This added income can cause your Social Security benefits to be taxed. Luckily there are options available that can potentially reduce or eliminate the taxation of your benefits.

    Watch this short video to learn how Social Security can impact taxes on your Required Minimum Distributions.

    You paid into Social Security your entire working life. Only a financial professional who specializes in Social Security planning can help you maximize your benefits and make sure you receive everything you're entitled to.

    # vimeo.com/94659903 Uploaded 47 Plays 0 Comments

Jeff Segelke - Social Security Videos

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