Social Security Income Planning and over one million other books are available for Amazon Kindle. Learn more
Buy New
$9.99
Qty:1
  • List Price: $11.49
  • Save: $1.50 (13%)
FREE Shipping on orders over $35.
In Stock.
Ships from and sold by Amazon.com.
Gift-wrap available.
Add to Cart
Have one to sell? Sell on Amazon
Flip to back Flip to front
Listen Playing... Paused   You're listening to a sample of the Audible audio edition.
Learn more
See all 2 images

Social Security Income Planning: The Baby Boomer's Guide to Maximize Your Retirement Benefits Paperback – October 2, 2013


See all 2 formats and editions Hide other formats and editions
Amazon Price New from Used from
Kindle
"Please retry"
Paperback
"Please retry"
$9.99
$8.28 $9.21

Frequently Bought Together

Social Security Income Planning: The Baby Boomer's Guide to Maximize Your Retirement Benefits + Social Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or Less + Social Security For Dummies
Price for all three: $35.71

Buy the selected items together

Customers Who Bought This Item Also Bought

If you buy a new print edition of this book (or purchased one in the past), you can buy the Kindle edition for only $1.99 (Save 60%). Print edition purchase must be sold by Amazon. Learn more.


Image
Looking for the Audiobook Edition?
Tell us that you'd like this title to be produced as an audiobook, and we'll alert our colleagues at Audible.com. If you are the author or rights holder, let Audible help you produce the audiobook: Learn more at ACX.com.

Product Details

  • Paperback: 128 pages
  • Publisher: CreateSpace Independent Publishing Platform; 2 edition (October 2, 2013)
  • Language: English
  • ISBN-10: 149293304X
  • ISBN-13: 978-1492933045
  • Product Dimensions: 9 x 6 x 0.3 inches
  • Shipping Weight: 6.4 ounces (View shipping rates and policies)
  • Average Customer Review: 4.4 out of 5 stars  See all reviews (41 customer reviews)
  • Amazon Best Sellers Rank: #12,582 in Books (See Top 100 in Books)

More About the Author

Mark J. Orr has been a Certified Financial Planner and Registered Investment Advisor since 2000.

He has been in the financial services industry since 1997 and has given many financial seminars and sold 1,000's of copies of various financial e-books that he has written over the years. Mark has clients in many states and enjoys helping people make the most of their financial future - while ensuring they do not neglect their present.

He does NOT write about financial subjects the way most financial authors do or mainstream magazines. It's not the same old (and he would argue failed advice) of work hard, save more, live below your means, diversify and buy mutual funds.

Mark does not see himself as a writer, but as a practicing financial planner who helps real people truly change their financial lives with a safe, real game-plan for reaching their goals.

When he is not advising clients, he works out regularly in the gym and loves to travel to warm and sunny beaches.

Customer Reviews

Get this book and you wont be upset.
John P. Reay
Get this book BEFORE making any decisions on claiming your Social Security benefits!
LD
Very good information on a complex subject, glad I read it.
Don Gallagher

Most Helpful Customer Reviews

7 of 7 people found the following review helpful By LD on November 20, 2013
Format: Kindle Edition Verified Purchase
This book was very easy to understand so that my wife and I can
begin to seriously think about our Social Security filing options. The
many examples and filing comparisons made things perfectly clear.

Social Security will not be vital to our own retirement, but we sure
want to make certain that we get every dollar that we are entitled to.
We are now re-thinking the plans we had prior to reading this book
and will contact the author and have him run our numbers on his
special S.S. calculators as well as do some income tax planning (so
we don't pay more taxes than need be).

I especially liked the chapter about the 3 risk buckets and the 3 tax
buckets. Every adult in America should read that chapter even if they
are decades away from retirement.

Get this book BEFORE making any decisions on claiming your Social
Security benefits!
Comment Was this review helpful to you? Yes No Sending feedback...
Thank you for your feedback. If this review is inappropriate, please let us know.
Sorry, we failed to record your vote. Please try again
6 of 6 people found the following review helpful By Chuck Albert on October 21, 2013
Format: Kindle Edition Verified Purchase
I let Mom and Dad down!

My father was a working-class guy. He came to the U.S. in 1958--at the insistence of his father who knew of the Communism his country faced in Cuba.

In this country, my father worked for several U.S. companies and eventually built his own--a small trucking company. Dad did well.

He built a business and a family. He was married for 45 years. His three children all became professionals--teacher, an IT director and a lawyer. The American success story and yet...

He didn't save.

He didn't plan for his retirement. The only retirement he had was...

Social Security.

So when Mom told me, "Your father wants to retire.", I told her what I thought was right. "Have him apply for Social Security", I said. I knew no better and thought I was right. The earliest retirement age for Social Security was 62 and...he was 62.

I thought I was right because that is what the law said. But...

I was wrong. And it cost my parents. I made the wrong decision for them and I felt guilty for leading them down the wrong path...

And I learned, after reading Mark's book, "Social Security Income Planning: The Baby Boomer's Guide to Maximizing Your Retirement Benefits", that my bad advice was no better than that of financial advisers--the ones who charge you for their advice. As I learned in Mark's book, only 4% of the financial advisors in the U.S. have any better training to advise retirees--like my parents--about how to make the best choice for Social Security benefits.

And as I learned, after reading Mark's book, you have choices. You can help your parents make the right retirement decisions to maximize the benefits retirement has to offer--whether Social Security alone or a combination of Social Security and other retirement benefits.

Your parents need you now. Don't ignore their need.

Be informed.

Get Mark's book now.
Comment Was this review helpful to you? Yes No Sending feedback...
Thank you for your feedback. If this review is inappropriate, please let us know.
Sorry, we failed to record your vote. Please try again
7 of 8 people found the following review helpful By Amazon Customer on February 2, 2014
Format: Kindle Edition
This book is outstanding in its clear explanations, examples, and up to date information. But it leaves me wondering why the author, after writing such a great book, skipped paying a good editor a few hundred dollars to fix numerous simple errors (missing words, 'with' in place of 'will', 'is' in place of 'if'). I am a published author, and I've read hundreds of books. This is the worst example of non-existent editing in a published book I have ever seen. The several dozen errors leaves me with a bad impression of an otherwise excellent book. Hire an editor.
3 Comments Was this review helpful to you? Yes No Sending feedback...
Thank you for your feedback. If this review is inappropriate, please let us know.
Sorry, we failed to record your vote. Please try again
4 of 4 people found the following review helpful By Gloria J. Diaz on October 24, 2013
Format: Kindle Edition Verified Purchase
If you're nearing retirement age, or have parents who are, check out this book by Mark J. Orr who is a Certified Financial Planner (CFP). This book explores the pros and cons of when to apply for Social Security benefits. Bear in mind this book deals with the ins and outs of Social Security. Orr briefly mentions IRAs, but as for exploring the full spectrum of stocks, bonds, mutual funds, IRAs, 401ks, you're not going to find it in this concise book. But Social Security is a daunting subject for many people, and Orr breaks down the details in a very readable way.

Numbers scare me, but even I could understand that if people delay taking their SS benefits, they stand to get more money over the long run. However, none of us knows how long we're going to live. If you come from a family of longevity, you could stand in good stead from waiting a bit longer to receive SS benefits. Orr states in the chapter "The Lifetime Value of Social Security" that very few money people (investment advisors, financial planners, stockbrokers, etc.) know about helping people to maximize their SS benefits.

Orr writes a brief history of the Social Security program, and how Roosevelt, who never intended the program to be the sole source of income for retirees (although for my parents it was), wanted something at least to help supplement the income of those in their later years. He mentions Ida May Fuller, one of the first persons to receive Social Security. She paid less than $25 into the system, and ended up with around $23,000, probably because she lived to be 100. She accomplished that in a day and time where life expectancy hovered around age 65. That's quite a return on investment, as the program was set up so that as long as you're alive, you get money coming in.
Read more ›
1 Comment Was this review helpful to you? Yes No Sending feedback...
Thank you for your feedback. If this review is inappropriate, please let us know.
Sorry, we failed to record your vote. Please try again
3 of 3 people found the following review helpful By John J. Welker on January 29, 2014
Format: Kindle Edition Verified Purchase
I used the book before I went to my financial planner so I could better understand and implement my retirement strategy. There is more to applying for Social Security than meets the eye.
Comment Was this review helpful to you? Yes No Sending feedback...
Thank you for your feedback. If this review is inappropriate, please let us know.
Sorry, we failed to record your vote. Please try again

Customer Images

Most Recent Customer Reviews

Search

What Other Items Do Customers Buy After Viewing This Item?