Purposeful Planning with Aspen Wealth Management
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When Should You Take Your Social Security, Part 2
• 3 minThe “right” time to take Social Security is a highly individual decision that must take into account a variety of different factors. In this audio series, we go over the most common of those factors to help you choose what’s best for your situation. Sources: 1. https://www.ssa.gov/history/tally.html 2. https://www.ssa.gov/benefits/retirement/planner/ageincrease.html 3. https://www.kitces.com/blog/how-delaying-social-security-can-be-the-best-long-term-investment-or-annuity-money-can-buy/ 4. https://www.ssa.gov/cgi-bin/longevity.cgi 5. https://faq.ssa.gov/en-US/Topic/article/KA-01921 6. https://www.ssa.gov/disability/ 7. https://faq.ssa.gov/en-US/Topic/article/KA-02053 8. https://www.ssa.gov/benefits/retirement/planner/taxes.html 9. https://www.healthcare.gov/income-and-household-information/income/ 10. https://www.ssa.gov/myaccount/ 11. https://www.ssa.gov/OACT/quickcalc/ 12. https://www.aarp.org/retirement/social-security/questions-answers/collecting-social-security-benefits-retroactively.html If you missed any of our past episodes, you can hear them in your favorite podcast app, just click here and choose your player. Get this briefing hands-free: Subscribe free to this show as a daily Alexa Flash Briefing! Enable the skill here then say, "Alexa, news." The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This material was prepared by Wendy J. Cook Communications, and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate and is intended merely for educational purposes, not as advice. Hosted on Acast. See acast.com/privacy for more information.
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