Do you think there is a universal age to start Social Security? Have you ever wondered how your health history, longevity, and family history play into your decision on when to turn on your benefits? Let’s delve into this critical question in retirement and help you understand how we help our clients determine what age they should claim Social Security.

 

Here’s what you can expect to learn in this episode:

• How we address this topic when the question comes up.
• Longevity is the key factor but can you rely on your family health history to project that?
• How this discussion fits into the overall planning process for retirement.
• Hear an example where it made sense to turn on Social Security at age 62 and another where 70 was the best age.
• When does it make sense to delay Social Security even after you’ve retired?
• The opportunity for a Roth conversion in your mid to late 60s. 

 

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Contact our team: https://johnsonbrunetti.com/contact-us/