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I'm 64 With $900K and a Pension. When Do I Claim Social Security?

Sporos Wealth

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I'm 64 With $900K and a Pension. When Do I Claim Social Security?

5 просмотров · 3 дня назад
Sporos Wealth
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5 просмотров · 3 дня назад
Ray and Anne are 64 with $900K and a $3,200 a month pension. Because the pension already covers most of their spending, the smart Social Security move flips from chasing a breakeven date to protecting the surviving spouse. Get your free Sporos Retirement Score (3 minutes): https://sporoswealth.com/score?utm_so... This video is for education only and is not individualized investment, tax, or legal advice. Examples are hypothetical illustrations, not real clients, and are not guarantees of any outcome. Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC (finra.org | sipc.org). The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. LPL Tracking #: 1152128