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Social Security is one of the most misunderstood parts of retirement planning. For federal employees and their families, it's not about whether to take it early or late; it's about how to coordinate Social Security with your pension, TSP, survivor benefits, and taxes.
In this episode, Micah and advisor John share real-life client experiences and dive into:
The Pros and Cons of Claiming at 62 vs. Waiting Until 70
Survivor benefits and why early decisions matter.
How Social Security interacts with your overall retirement cash flow.
What pending legislation could mean for your FERS supplement.
Practical strategies to avoid common mistakes.
Listen now and get the clarity you need to make Social Security a strong part of your retirement plan.
https://zurl.co/cmYMV
By Micah Shilanski & Tammy Flanagan4.8
126126 ratings
Social Security is one of the most misunderstood parts of retirement planning. For federal employees and their families, it's not about whether to take it early or late; it's about how to coordinate Social Security with your pension, TSP, survivor benefits, and taxes.
In this episode, Micah and advisor John share real-life client experiences and dive into:
The Pros and Cons of Claiming at 62 vs. Waiting Until 70
Survivor benefits and why early decisions matter.
How Social Security interacts with your overall retirement cash flow.
What pending legislation could mean for your FERS supplement.
Practical strategies to avoid common mistakes.
Listen now and get the clarity you need to make Social Security a strong part of your retirement plan.
https://zurl.co/cmYMV

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