Did you know that the recent passage of the Social Security Fairness Act could significantly increase retirement income for many Americans? In this episode, John and Tommy break down the elimination of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), explaining how these changes impact public sector employees and their Social Security benefits. They discuss how financial advisors can help clients navigate these shifts, optimize their benefits, and prepare for potential tax implications.

Access the full show notes at Mason & Associates, LLC

Resources Mentioned:

• Tommy Blackburn: LinkedIn
• John Mason: LinkedIn
• Social Security Fairness Act
• MoneyGuide Pro
• RightCapital
• Dave Ramsey
• Episode 81: Social Security Shake-Up: What Proposed Changes Mean for Federal Employees
• Episode 73: Maximizing Social Security with Elaine Floyd
• Episode 41: Social Security In The News & We’re Confused
• Episode 38: Social Security: The Tax Torpedo
• Episode 37: Social Security: Family and Survivor Benefits
• Episode 36: Social Security: Beyond the Basics
• Episode 35: Social Security: How to Maximize Your Benefits
• Episode 30: SECURE 2.0
• Episode 12: Federal Employee Financial Planning Social Security Fairness Act: WEP
• Episode 11: Federal Employee Financial Planning Social Security Fairness Act: GPO