VIDEO

2024 Social Security & Medicare: Optimize Your Retirement

Are you looking to maximize your Social Security and Medicare benefits? This video provides an essential guide to navigating these government programs and optimizing retirement planning. In this video, we cover:

  • Eligibility requirements for Social Security retirement, spousal, survivor and disability benefits
  • Factors to consider when deciding when to claim Social Security between ages 62-70
  • How delaying benefits past full retirement age can increase monthly payments
  • Common claiming strategies like file & suspend and restricted filing
  • Medicare eligibility, enrollment periods, and coverage
  • How to avoid gaps in coverage and late enrollment penalties

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Investment advice is offered through Bayntree Wealth Advisors, LLC, an SEC-registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC. Please note that Bayntree Wealth Advisors and its representatives do not give legal or tax advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. The specific tax consequences of any investment or strategy will depend on your particular tax situation. This content is not endorsed by the Social Security Administration, and our firm is not affiliated with theUnited States government or any other governmental agency.

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401(k) Education
Retirement Planning