PREP Podcaster - ”Success Favours The PREPared Mind”
News:News Commentary
December 2, 2021 - Participants Include:
Daniel Mazzola, CFA, CPA - American Portfolios
John Richardson - @Expatriationlaw
___________________________________________________
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:
Although many Americans are extremely patriotic, more and more Americans are playing ”The Expatriation Games”
When Democracy And Freedom Collide In A World Of Tax Confusion
A Proposed Pillar 3 For International Tax Reform: Individuals Should Be Tax Residents Of Only One Country At A Time
When It Comes To Investing It‘s More About The Investor Than About The Investment - Discussion with Dan Mazzola, CFA and CPA
For Good And Evil: The Teaching Of Charles Adams Lesson 7
FATCA Thoughts From 2019: @Tpsmyth01 - @ADCSovereignty Trial Podcast
Why The Fate Of Americans Abroad Is Not The Same As The Fate Of The Passengers On The Titanic
Renouncing US Citizenship: Two Solitudes - Separating Immigration/Nationality From Tax
For Good And Evil: The Teaching Of Charles Adams Lesson 6
The Good, The Bad and The Ugly: SEAT Analyzes Beyer HR 6057 - Is It Really Tax Simplification For Americans Abroad?
The Importance Of US Social Security For Americans Abroad
For Good And Evil: The Teaching Of Charles Adams Lesson 5
For Good And Evil: The Teaching Of Charles Adams Lesson 4
For Good And Evil: The Teaching Of Charles Adams Lesson 3
An Update With Ronald Aries (”The Dutch Pilot”): Catching Up With Him On The Eve Of His November 11 FATCA Appeal
Foreign Trusts With CPA Gary Carter: Forms 3520, 3520A And IRS Penalties
For Good And For Evil - The Teaching Of Charles Adams - Lesson 2
How Does Renunciation Affect Entitlement To US Social Security Payments?
For Good And For Evil: Podcast 1 - Introduction
Create your
podcast in
minutes
It is Free
The Tucker Carlson Podcast
The Matt Walsh Show
The Glenn Beck Program
Mark Levin Podcast
The Michael Knowles Show