In today’s mailbag episode, we’re answering a question from Bobby about Social Security. He plans to keep working for another two years but wonders if he should start taking his benefits now since he’s reached full retirement age. Is it a smart move, or could waiting be a better strategy?
While everyone’s situation is unique, Frank will share how he helps clients determine the right time to start claiming benefits. Tune in to hear Frank’s insights, key factors to consider, and how timing your benefits could impact your long-term financial security.
Here’s what we discuss in this episode:
0:00 – Intro
0:53 – Tax implications of taking Social Security early
1:47 – How Frank helps clients answer this question
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A huge thank you to everyone who joined us! We’re so grateful for our amazing clients and the joy you bring to every gathering.
What a wonderful day together! We had so much fun celebrating with such an incredible group of clients.
We’re so thankful for each of you who came out! These events are always more special because of the laughter and memories we share.
Thank you for making this day so memorable! We had a blast and hope you did too.
