In today’s episode, Linda asks whether she should file for Social Security at age 63 or hold off until 67 or even 70 by working part-time and drawing 3% per year from her investments. We’ll weigh the pros and cons of filing early versus delaying, discuss how working part-time and investment withdrawals can bridge the income gap, and explore the potential long-term benefits of maximizing Social Security. If you’re nearing retirement, this episode will help you navigate the critical decision of when to claim your benefits.
Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.