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

ISBN-13: 978-1492933045 ISBN-10: 149293304X Edition: 2nd

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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 (45 customer reviews)
  • Amazon Best Sellers Rank: #34,272 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

9 of 9 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!
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9 of 10 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.
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5 of 5 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.
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6 of 7 people found the following review helpful By UP Wanderer on February 19, 2014
Format: Kindle Edition Verified Purchase
Lots of good information but I am too close to SS age to make any major changes in my plan. None of the SS books I have read offer any unique solutions but there is good information regarding methods to tweak the system to maximize your entitled benefits.

I gave it three stars because I didn't get anything new out of it and because there were numerous typos and other editing errors that annoyed me (kindle edition).
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3 of 3 people found the following review helpful By ROBERT M FOWLER on July 22, 2014
Format: Paperback
First the good news: the author knows his stuff, and a reader can learn a lot from him about how Social Security works. However, the book is painfully, awkwardly written. This begins already with the Table of Contents, which does not indicate page numbers for the various chapters. But the reason for that is that the book is not paginated--no page numbers at all! Therefore there would be no way to provide an index. There is no bibliography or other documentation of the sources cited in the text. Instead of each new chapter beginning on a new page, each new chapter follows hard on the heels of its predecessor. It's hard to see an overall organizational plan for the book. At the level of sentences, the basics of English composition are violated left and right. E.g., all sorts of things are placed between quotation marks when they don't need to be; ellipses are inserted randomly on almost every page; possessive and plural forms of nouns are regularly mishandled; etc.

I'll quit there. Again, the author knows his stuff, but I would have appreciated the book so much more if it had been better written.
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3 of 3 people found the following review helpful By Natalie T. Schubert on October 17, 2013
Format: Kindle Edition Verified Purchase
Wow, I never realized how only 4% of Financial planners really understand the intricacies of Social Security Income Planning when we get to retirement age! Having this detailed step by step guide by a CFP (Certified Financial Planner) who is an expert in this field is a treasured jewel of a find. What I liked most was he gives a step by step example of what it would look like if you're divorced or married and if you take the early pay out option or wait til later. That surprised me! I realized I would only be receiving 70% of my check FOREVER if I started the program when I was 62 compared to 67. This book has all the nuts and bolts, graphs and history to back up every bit of his detailed explanations. VERY HELPFUL INDEED!
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