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Social Security Spousal Benefits - Avoid These Common Mistakes
Episode 115

Social Security Spousal Benefits - Avoid These Common Mistakes

Retirement Answers

May 13, 202514m 54s

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Show Notes

Most retirees assume they are entitled to 50% of their spouse's Social Security, but that is not true... In this episode, I outline the rules for Social Security spousal benefits, how it works, and why your decision to take Social Security impacts your spousal benefits.

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Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

Topics

retirementinvestingretirement planningsocial securitytaxestax