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The WealthCast presents:

How to Apply for Social Security


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)

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