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2022 Changes for Social Security and Medicare: What Clients Need to Know - Shared screen with speaker view
Lisa
22:16
Can you speak about people born in 1960 - we understand they will be "penalized" with lower benefits by some fluky wage calculation because of the Pandemic.
jl
29:30
So for those > 62 not receiving benefits, will the COLA be applied to their projected benefit or show up in the bend points?
Jim Lilley
30:10
So is the max PIA now lower than previous years?
jl
53:17
If a wife 68 + starts her benefit before husband retires, can she step up to 1/2 of his benefit when he retires next month at age 70?
ISHIKAWA, MARY ROWAN
54:43
Hey now, we insurance peeps have our clients best interest too! Suitability is strict with insurance carriers and our securities broker dealer. I think far more strict than FAs! Love ya still Elaine!!
Doug Pierce
57:18
Social Security Planning for Boomers:https://www.horsesmouth.com/security
Jim Lilley
57:52
Since 2015 you have increased the slide count by 20 slides. The more slides the longer the presentation. Is there thought of a shorter version? I feel like I end up going to fast to keep it close to an hour presentation.
Doug Pierce
01:01:13
Savvy Medicare Planning for Boomers:https://www.horsesmouth.com/medicare
Doug Pierce
01:02:14
Next week's virtual Social Security and Medicare planning workshop:https://www.horsesmouth.com/ssvirtual
Jim Lilley
01:07:10
You mentioned a retirement income calculator if I only have Savvy Social Security do I have access to that calculator? Where is it?
Jim Lilley
01:09:26
Void last question I guess I never scrolled down low enough. I will certainly check out that calc.
jl
01:13:45
I always thought the benefit for waiting beyond FRA was computed on a monthly % (approx. 2/3 of 1% to yield 8%). When a 69 year old client pulled their projected benefit, it showed several months of no additional benefit for several months... then around month 6 or 7-- showed an increase. And when they turned 70, a larger increase. How is this supposed to work?
Doug Pierce
01:17:11
Thank you for your questions!