At What Age Should You Claim Social Security? Longevity vs Actuarial Method

Rob Berger
Rob Berger
45.3 هزار بار بازدید - پارسال - When should you claim Social
When should you claim Social Security? It's an important question. One study found that retirees have lost $3.4 trillion because the start taking Social Security too early. In this video we'll look at two strategies. One optimizes Social Security assuming you and your spouse will live long past your life expectancy. The other optimizes the claiming strategy based on life expectancy.

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Video Resources
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A Guide on Taking Social Security: https://www.schwab.com/learn/story/gu...
How to Help Americans Claim Social Security at the Right Age: https://bipartisanpolicy.org/download...
Maxifi: https://maxifiplanner.com/
New Retirement: https://go.robberger.com/new-retireme...
Open Social Security: https://opensocialsecurity.com/
Maxifi Review: Maxifi Retirement Planner Review
New Retirement Review: New Retirement Working Session | Live...

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My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
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New Retirement (Retirement Planner): https://go.robberger.com/new-retireme...
Stock Rover: https://go.robberger.com/stock-rover/...
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://go.robberger.com/m1finance-bo...

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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
پارسال در تاریخ 1402/02/28 منتشر شده است.
45,380 بـار بازدید شده
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