Social Security claiming strategies can vary greatly depending on family dynamics. This episode explores how different family situations, such as those with a stay-at-home spouse or a blended family, could impact when and how to claim Social Security benefits to help maximize your retirement income.
Frank’s key takeaway for listeners: don’t rely on Google to tell you when to claim Social Security. Whether you’re in a single or dual income household, your strategy may differ from others. Tune in as Frank discusses the important factors to consider in order to make a well-informed decision that aligns with your unique circumstances!
Here’s what we discuss in this episode:
0:00 – Intro
1:10 – The broad view
3:13 – Single-income household considerations
6:36 – Blended family considerations
8:03 – The importance of a plan
Frank’s Social Security Guide:
https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
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