Tag: Social Security Fairness Act
Maximizing Your Social Security Benefits (Ep. 20)

Maximizing Your Social Security Benefits (Ep. 20)

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What does the Social Security Fairness Act mean for your retirement plans? 

In this episode of WE Money Talk, Terry Wheeler unpacks the upcoming changes to the Social Security system that could impact your benefits. The Social Security Fairness Act is set to expand eligibility, proving vital for many who previously fell through the gaps, like teachers and some government employees.

Terry discusses:

  • The history and misconceptions around Social Security. [00:00:41]
  • Major changes for 2025 and their implications for cost-of-living adjustments. [00:02:59]
  • Adjustments on retirement age and contributions. [00:05:03]
  • The Social Security Fairness Act and who it affects. [00:09:06]
  • How you could recoup benefits retroactively and what steps to take next. [00:12:22]

Resources:

Connect with Terry Wheeler: 

Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.

 The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.