Ep. 44 - Tricks & Tips to Maximize Your Social Security

Are you wondering when to take Social Security and how to maximize your benefits? In this episode, I talk with retirement planner, Greg Kurinec, CFP®, MRFC® about strategies to get the most from your Social Security benefits. Greg, explains the decision-making factors for taking Social Security early or delaying it, emphasizing the need to consider health, life expectancy, and employment status. We also cover: Utilizing pre-tax accounts to bridge the gap before claiming Social Security at age 70. Conversion of pre-tax accounts to Roth accounts. Potential reforms to preserve Social Security.   Subscribe to the Me Financial Podcast to hear more and don't forget to leave a review!   Contact Gregory J. Kurinec, CFP®, MRFC® - www.pennantplanning.com/   Follow Michelle on YouTube - https://www.youtube.com/@theunconventionalinvestor Follow Michelle on Instagram - michelle.e.moses Visit the Me Financial Website - www.mefinancial.net     Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.