Many people feel confident about Social Security until it’s time to file. That’s when the conflicting advice from neighbors, social media, and self-proclaimed experts can make a complex decision even harder.
In this episode, Dan Reese, CFP®, breaks down the most common Social Security myths and explains how decisions around claiming, spousal benefits, and timing can affect your broader retirement strategy.
Whether you’re married, divorced, or filing solo, Dan shares key considerations that may help you make a more informed decision and avoid unintended tax and income surprises later on.
What to expect in this episode:
- Why claiming at 62 may not be the right fit for every situation
- What to know about spousal benefits and survivor income planning
- How early filing can affect future tax liabilities
- Why longevity should factor into your Social Security decision
- And more!
Resources:
Connect with Dan Reese CFP®:
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