Oklahoma does not tax Social Security benefits, and retirees can claim a ten-thousand-dollar exclusion for other retirement income. Timing your claim strategically - and coordinating spousal benefits - can significantly increase lifetime income. To learn more, visit https://www.meliagroup.com/social-security-analysis/
Welcome back, everyone. Today we're tackling a question I hear all the time from folks in Oklahoma - when should I claim Social Security, and what do I need to know before I do? I'm joined by a retirement planning expert who's gonna break this down for us. [energetic] So, let's get started. What makes Oklahoma unique for retirement and Social Security? Melia Advisory Group City: Tulsa Address: 5424 S Memorial Dr Website: https://www.meliagroup.com/