
Why Social Security Optimization is More Than Looking at Your Longevity
About this episode
“Hey Mike, I read your Kiplinger article about Social Security optimization, but am unclear when I should file. I plan to retire at 62 and intend to file for Social Security when I retire. Should I change when I file?” Mike has a saying: "If you file too early, your income could be hurting; if you file too late, you could be hurting your estate." Listen to discover how taxes, income, etc., are all connected and can influence when you file.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
Get every episode summarized
Each time How to Retire on Time publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from How to Retire on Time

When Tax Planning Matters
How to Retire on Time

Can You Retire With $250,000?
How to Retire on Time

At 55, How Much Should I Have Saved?
How to Retire on Time

Why Warren Buffet Isn’t 100% in Stocks
How to Retire on Time