RETIREMENT MADE EASY

A Little-Known Social Security Strategy, Ep #158


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What happens if you start collecting Social Security payments but feel like you’ve made a mistake or taken it too early? Did you know that you can stop or suspend the benefits? Secondly, when you start collecting Social Security there’s an option for a lump-sum payment. Learn more about this little-known Social Security strategy in this episode of Retirement Made Easy! And as a bonus, I’ll answer three listener questions! 

You will want to hear this episode if you are interested in...
  • [2:08] Submit a question at RetirementMadeEasyPodcast.com!
  • [6:19] Using Subsidies for Retirement Plans to Fix Social Security
  • [12:45] Social Security withdrawal options 
  • [15:26] Social Security’s lump-sum option 
  • [17:36] Listener Question #1: Should I roll a 403B into an IRA?
  • [21:25] Listener Question #2: Should I roll over my 401k at 57?
  • [24:50] Listener Question #3: How does disability work with life insurance? 
Resources & People Mentioned
  • 3 Steps to Retirement Planning
  • The Case for Using Subsidies for Retirement Plans to Fix Social Security
Connect With Gregg Gonzalez
  • Email at: [email protected] 
  • Podcast: https://RetirementMadeEasyPodcast.com
  • Website: https://StLouisFinancialAdvisor.com
  • Follow Gregg on LinkedIn
  • Follow Gregg on Facebook
  • Follow Gregg on YouTube

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RETIREMENT MADE EASYBy Gregg Gonzalez

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