Today’s podcast is hosted by co-owner, Jason MacGregor and Cory Laird, CERTIFIED FINANCIAL PLANNER™. In this episode, our hosts cover the topic of Social Security and the logistics surrounding how to apply for Social Security.
Show Notes
There are different ways to apply for social security. Local offices are available to assist you in this process, including Queensbury, Schenectady, Albany and Troy. (01:35)
Necessary paperwork required to apply. (02:25)
Have an understanding of what your earnings are. (03:20)
When should you get ready to apply? (03:50)
Walk-ins are accepted at many offices but setting up an appointment can save you time in the waiting room. (04:22)
Do you want federal taxes withheld from your social security? (04:48)
When should you see your first check deposited into your account? (05:50)
New York does not tax social security on the state side. (07:10)
To learn more about this topic and to get advice from our team of experts, contact us at info@mmwealth.com or sign up for our newsletter.