As your retirement approaches, understanding Social Security claiming strategies is crucial for maximizing benefits and ensuring financial stability even for financially successful families. Claiming Trends If you’re considering retirement, you likely know that you can claim reduced retirement benefits as … Continue reading
Tag Archives: Social Security
When Taking Social Security Early Makes Sense
Join us on this eye-opening episode of Retire Smarter as Tyler Emrick, CFA®, CFP® delves into the intriguing world of Social Security benefits. While delaying your benefit is often the obvious choice, we challenge conventional wisdom and explore scenarios where taking Social Security early can actually be a smart financial move. Continue reading
Social Security’s Uncertain Future & Impacts On Your Retirement
We’ve all heard about Social Security’s funding troubles. Is this why some decide to start benefits early? If Social Security were reduced, can it make sense to defer claiming? Hear Tyler Emrick discuss these topics as well as other recent proposals from Congress and academics that may impact the system. Continue reading
Social Security – Planning Strategies, COLA, and Update
Whether you are trying to understand better how Social Security works or looking to optimize your filing strategy, this episode is for you. Continue reading
Ep 93: Rules Gone Awry – Take Social Security Early
In part two of our Retirement Rules Gone Awry series, Kevin will tell us why this retirement “rule” needs to be scraped and give us the proper lens through which to view the social security problem. Continue reading