Avoid Costly Social Security Mistakes From Non-Specialist Advice
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If you're getting Social Security advice from a lawyer, accountant, CPA, financial advisor, or even a well-meaning tax professional, you may want to double-check it before making a decision that could affect your income for the rest of your life.
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Former Social Security Insider Experts!!
Social Security is enormously complicated, and being an expert in taxes, law, investing, or estate planning does **not** automatically make someone an expert in Social Security.
In this video, I explain why I have seen people receive incorrect or incomplete advice about:
* When to start Social Security retirement benefits
* Spousal and survivor benefits
* SSDI and disability rules
* Working while receiving Social Security
* Taxes on Social Security benefits
* Medicare and Social Security interactions
* Filing strategies that can permanently affect your monthly check
One wrong assumption can potentially cost you hundreds of dollars a month and thousands of dollars over your lifetime.
I’m Dr. Ed Weir, a former Social Security Administration District Manager, and I spent years dealing directly with Social Security rules, claims, benefits, and the mistakes people make when they rely on advice from someone who does not specialize in the program.
This is not about saying lawyers or accountants are bad at their jobs. Many are excellent at what they do. The problem is assuming that expertise in one complicated field automatically transfers to another.
Before you make an important Social Security decision, make sure the person advising you truly understands the rules that apply to **your** situation.
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Originally recorded live with Restream.