Social Security

Social Security

Social security resources at your fingertips!

Browse our sub-topics below to watch, listen, or read more about your subject of interest. Interested in more? Swing over to our blog to for more information about social securityHow does marriage effect your social security options?.

Specifically designed for IRA Owners and 401(k) Participants

Social Security Changes that Could Cost Your Family Tens or Hundreds of Thousands of Dollars, Unless...
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Enhanced Social Security Planning: Getting the Most Out of Your Social Security Benefits
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The Secrets to Maxing Out Your Social Security with Dr. Laurence Kotlikoff
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Getting the Most from Your Social Security and More With Dr. Laurence Kotlikoff
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Social Security Apply & Suspend
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Spousal Social Security Benefits
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Strategies to Maximize Your Social Security Benefits
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Optimizing Social Security Benefits for Unmarried for Same-Sex Couples
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How does the coordination of Roth IRA Conversion and Social Security Maximization benefit you?

Maximizing Social Security & Roth IRA Conversions with Mary Beth Franklin, CFP
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Enhanced Social Security Planning: Getting the Most Out of Your Social Security Benefits
Listen to MP3 | Read Show Transcript


The Secrets to Maxing Out Your Social Security with Dr. Laurence Kotlikoff
Listen to MP3 | Read Show Transcript


Getting the Most from Your Social Security and More With Dr. Laurence Kotlikoff
Listen to MP3 | Read Show Transcript


The Synergy of Roth IRA Conversions & Social Security
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Roth IRA Conversions and Social Security
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Getting the Most from Your Social Security and More With Dr. Laurence Kotlikoff
Listen to MP3 | Read Show Transcript

 

What is our favorite Social Security Maximization technique?

Enhanced Social Security Planning: Getting the Most Out of Your Social Security Benefits
Listen to MP3 | Read Show Transcript


Strategies to Maximize Your Social Security Benefits
Watch Video


Apply and Suspend
Watch Video


Optimizing Social Security Benefits for Unmarried for Same-Sex Couples
Read Article (PDF)

 

James Lange, CPA

Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania.  He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again.  He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans.  His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans.  Jim's advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger's Retirement Reports and The Tax Adviser (AICPA).  Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.

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