There is constant talk that “Social Security is changing”, but what does that really mean? How can you ensure that you are getting the most from your Social Security benefits?

In this episode, Scott Leonardi dives into what you should be doing now to maximize your Social Security benefit. Scott helps educate you about what happens to your Social Security when you start taking it at varying ages, and how to determine what the best plan is for you.

Scott discusses:

• Why you can’t rely solely on Social Security in retirement
• Taxes involved with Social Security
• The importance of planning for survivor income
• The intricacies of claiming Social Security on your spouse, and what happens when you are divorced
• And more

Connect With Scott Leonardi:

• (937)898-2273
• Complete Solutions Inc.
• LinkedIn: Scott Leonardi
• LinkedIn: Complete Solutions Inc.
• Facebook: Complete Solutions Inc.
• Twitter: Scott Leonardi

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There are no loopholes when it comes to taxes. However, there are rules and regulations that you could be taking advantage of that could reduce the amount of taxes you pay.

In this episode, Scott Leonardi dives into the topic of taxes to help you become more educated about the options you have available to you. Scott discusses opportunities that exist when it comes to taxes so you don’t have to spend a nickel more than you need to.

Scott discusses:

• The smart money list in relation to taxes
• The Tax Cuts and Jobs Act, and what could happen in 2025 if it expires
• How you can turn taxable money into tax-free money
• Strategies you can use to mitigate taxes on money for your beneficiaries
• And more

Connect With Scott Leonardi:

• (937)898-2273
• Complete Solutions Inc.
• LinkedIn: Scott Leonardi
• LinkedIn: Complete Solutions Inc.
• Facebook: Complete Solutions Inc.
• Twitter: Scott Leonardi

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More