PREP Podcaster - ”Success Favours The PREPared Mind”
News:News Commentary
December 2, 2021 - Participants Include:
Daniel Mazzola, CFA, CPA - American Portfolios
John Richardson - @Expatriationlaw
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The retirement planning opportunities offered by entitlement to US Social Security are enormous. US Social Security payments are comparatively larger than equivalent plans in many other countries (including Canada Pension Plan).
Furthermore, U.S. Social Security offers benefits to:
1. The spouse of the individual entitled to Social Security
2. The survivors of the individual entitled to Social Security
3. The former spouse(s) (if married ten or more years) of the individual entitled to Social Security
Furthermore, for the most part citizenship is irrelevant to Social Security entitlement.
This is my third podcast discussing US Social Security.
The first podcast with Virginia La Torre Jeker focussed on the continuing entitlement to Social Security after renunciation.
The second podcast with L.J. Eiben of Raymond James focussed on Social Security for Americans abroad generally (in Canada particularly).
This third podcast with Financial Consultant and planner Dan Mazzola focuses on how US Social Security benefits work on a more granular level and what I would call "derivative benefits" (entitlement to benefits based on your relationship to somebody else entitled to benefits. In addition, Dan explains why (regardless of what an actuary says) it is to your benefit to wait as long as possible (not later than age 70) before collecting Social Security. A very high percentage of people rely on Social Security for a significant portion of their retirement income.
As Dan says on his site, it's important to consider the:
Canada's New Capital Gains Tax And Navigating Wealth Management Strategies in Canada
SEAT Working Paper Series - Extraterritorial Taxation #14 - Revenue Neutrality Makes No Sense
The Life And Times Of Nova Scotia's Atlantica Party - With Ryan Smth
SEAT Working Paper Series - Extraterritorial Taxation #13 - Other Countries Have A Duty To Act
The US Tax Treaty Saving Clause As A Vehicle To Tax Residents Of Other Countries On Non-US Income
SEAT Working Paper Series - Extraterritorial Taxation #12: It's Not About Paying Taxes
Insights into the Intertwining of Politics and the Law in Ontario's Justice System
SEAT Working Paper Series - Extraterritorial Taxation #11: Deference or Constitutionalization?
SEAT Working Paper Series - Extraterritorial Taxation #10: Violating Human Rights
Insights on Boosting Immunity to fight the common cold with Health Coach David Coutts
David McKeegan's Journey with Greenback Tax Services
SEAT Working Papers Series - Extraterritorial Taxation #9: Forcible Destruction Of Citizenship
SEAT Working Papers Series - Extraterritorial Taxation #8: More Violations of Equal Protection
Coach Coutts - Leave The Democracy To US!
Canada's Justice System: A Deep Dive With The Founders of Compassionate Justice Canada
SEAT Working Papers Series - Extraterritorial Taxation #7: Unlocking the Complexities and Discrimination of Citizenship Taxation Laws
Catching Up With Amy From Sydney - Unraveling US Taxation and Voting for Expatriates
SEAT Working Papers Series - Extraterritorial Taxation #6: No Compelling Governmental Interest
SEAT Working Papers Series - Extraterritorial Taxation #5: Refuting the Rationales
To Renounce Or NOT To Renounce: The Problem is HOW To Make The Renunciation Decision
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