September 19, 2023

Top 5 Social Security Filing Mistakes to Avoid (Ep. 14)

“When should I start taking Social Security?”

“Can I claim spousal benefits? If yes, how much?”

“How will my Social Security income be taxed?”

These are some of the questions that many retirees (and soon-to-be retirees) struggle with!

In this eye-opening episode, Jim Kruzan, CFP®, CRPC®, explains the top five Social Security filing mistakes to avoid and how to make well-informed decisions that can potentially make or break your retirement!

Jim discusses:

  • Benefits of delaying Social Security until age 70 (and what happens if you file early)
  • Eligibility criteria for spousal benefits and the ideal time to claim them
  • The “earnings test” you should know about before filing for Social Security
  • How to maximize survivor benefits
  • How to minimize the potential tax burden on Social Security
  • And more


Connect with Jim Kruzan: 

Did you find this content helpful?


Awesome, we’ll send you more information.

Unlock Exclusive
Financial Insights

Skip to content