#11- What is the Optimal Claiming Age for Social Security?


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Зроблено Steve Martin, CFP®, CPA, JD and Mel Bond, CFP®, CFA, Steve Martin, CPA, JD, Mel Bond, and CFA і знайдено завдяки Player FM та нашій спільноті. Авторські права належать видавцю, а не Player FM, і аудіоматеріали транслюються безпосередньо з сервера видавця. Натисніть на кнопку Підписатися, щоб слідкувати за оновленнями в Player FM або скопіюйте і вставте посилання на канал до іншої програми для подкастів.

Choosing the right claiming age for your Social Security retirement benefits can result in tens of thousands of dollars in savings or more. It’s not a one-size fits all answer so you better know the relevant factors and considerations.

In this episode, Steve and Mel discuss the following:

  • Review the fundamentals of Social Security retirement benefits.
  • The basic tradeoffs of claiming SS benefits earlier versus later.
  • The key factors that play a role in the optimal claiming age decision.
  • The types of analysis for the optimal claiming age.
  • Why the analysis for married couples is more complex than for single individuals.
  • Where to get help in analyzing your optimal claiming age strategy.
  • And more!


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Visit our Blog at Oasis Wealth: Episode 11

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