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South Carolina Business Review

Social Security Planning Strategies Ending April 29th

By Mike Switzer
Published March 15, 2016 at 5:08 AM EDT

  If you are planning on signing up for Social Security this year, put a star on your calendar on April 29th.  Because changes are coming to some Social Security benefit claiming strategies that you may want to know about.

Mike Switzer interviews Matt Van Name, a certified financial planner and director of investments and retirement plans at ASE Advisory Group in Greenville, SC.

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Mike Switzer
After almost 20 years, Mike Switzer retired from Wells Fargo Securities in 2001 as Senior Vice President/Investment Officer and Certified Portfolio Manager. In 1999, he and his wife, Maggie, purchased and operated for eight years the Baskin Robbins ice cream store on Forest Drive in Columbia. They grew the store from a bottom-tier operation in the Baskin Robbins franchise system to one in the top 5% nationwide within three years, tripling sales along the way. While operating the ice cream store, Mike and Maggie received patents for a portable ice cream sink and fold-down sneezeguard they invented and in 2002 started Magnolia Carts, an ice cream cart manufacturing company, which they sold in 2013.
See stories by Mike Switzer