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5 Things You Didn’t Know About Your Social Security Benefits – Episode 175

Social Security is vital part of many people’s retirement income. It forms the foundation of a retirement plan and helps to determine how much (if any) money an individual’s portfolio will have to provide throughout their retirement.

But it’s also extremely complex. There’s much more to it than simply turning on an income stream once you’re eligible: spousal benefits, survivor benefits, family benefits and disability are just a few things to consider, as well as any potential taxes you may have to pay on those benefits.

In this episode of Managing Your Financial Future, podcast host Johnny Dean and Rick “The Professor” Plum CFP® pass along 5 things you (probably) didn’t know about your Social Security benefits. Tune in to learn all about it!

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.

Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov, or call (800) 772-1213 to speak with an SSA representative.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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