Episode 14: Social Security & Divorce Tips with SSA's Vonda VanTil

Wealthy After Divorce

Social Security rules and calculations are confusing for everyone. Being divorced doesn’t make it simpler. The good news is Social Security representatives can make it easier. We go to the source with our guest, Vonda VanTil, the public affairs specialist for Social Security servicing Michigan. Jacki Roessler and Vonda get into the nitty gritty of Social Security rules for divorced spouses - in plain English.

We will discuss:

• What are Social Security former spouse benefits?
• Do you meet the age and marriage length requirements?
• When can you begin collecting benefits?
• Little known filing trick to maximize benefits
• Effects of remarriage

Resources:

• Sign up for your own Social Security account Here
• Learn more about Social Security Divorced Spouse Benefits Here
• Schedule an appointment to discuss your benefits with your local office by calling 1-800-772-1213 (TTY 1-800-325-0778)
• Find out how Pearl Planning assists post-divorce clients transition to a successful and purposeful post-divorce life. https://pearlplan.com/financial-planning-services/financial-planning/
• 2022 Year-End Tax Tips for Divorcing Clients: CLICK HERE FOR A QUICK READ

Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.