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Episode 14: Social Security & Divorce Tips with SSA's Vonda VanTil

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Manage episode 349178980 series 3390560
Content provided by Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Social Security rules and calculations are confusing for everyone. Being divorced doesn’t make it simpler. The good news is Social Security representatives can make it easier. We go to the source with our guest, Vonda VanTil, the public affairs specialist for Social Security servicing Michigan. Jacki Roessler and Vonda get into the nitty gritty of Social Security rules for divorced spouses - in plain English.

We will discuss:

  • What are Social Security former spouse benefits?
  • Do you meet the age and marriage length requirements?
  • When can you begin collecting benefits?
  • Little known filing trick to maximize benefits
  • Effects of remarriage

Resources:

Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 349178980 series 3390560
Content provided by Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Social Security rules and calculations are confusing for everyone. Being divorced doesn’t make it simpler. The good news is Social Security representatives can make it easier. We go to the source with our guest, Vonda VanTil, the public affairs specialist for Social Security servicing Michigan. Jacki Roessler and Vonda get into the nitty gritty of Social Security rules for divorced spouses - in plain English.

We will discuss:

  • What are Social Security former spouse benefits?
  • Do you meet the age and marriage length requirements?
  • When can you begin collecting benefits?
  • Little known filing trick to maximize benefits
  • Effects of remarriage

Resources:

Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

  continue reading

42 episodes

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