40.6K
Downloads
153
Episodes
Learn about financial planning strategies, ways to reduce taxes, how much you can spend in retirement, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. Episodes include review of case studies and interviews with subject matter experts. At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful. In the end, all decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn strategies used every day!
Episodes
Tuesday Mar 01, 2022
Tuesday Mar 01, 2022
On this week’s episode of Financial Planning: Explained, host Michael Menninger, CFP continues the series on Case Studies. In this episode, Mike continues with Part II of Maximizing Social Security Benefits.
This case study incorporates numerous complexities and strategies for navigating and maximizing the Social Security system, including a strategy of collecting survivor benefits while allowing their own benefits to grow. In addition, this also coordinating inherited IRA distributions, maximizing tax efficiency and meeting retirement goals. Topic covered include issues met when trying to collect social security before retirement age, and the pitfalls of exceeding the earning limit if you choose to collect early while still working.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.