Kathleen Nemetz, MBA, CFP®, host and moderator
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Georgeana Roussos, Attorney
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Tamara Hull, CPA, Delahunty, Jannisse Hull CPAs, Inc.
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This fast paced segment of Women On Money features a roundtable discussion of the best ways to claim benefits to maximize payouts in retirement. Guests for this episode were Georgeana Roussos, Social Security Attorney, and CPA Tamara Hull, a partner in the firm Delahunty, Jannisse, Hull CPAs, Inc. The replay link is below.
To see a short excerpt on the subject of claiming survivor benefits or benefits as a divorced spouse, based on another spouse's work record, click here.