Most of the information and "advice" you find online makes the case that delaying your filing is always the right thing to do and thus filing for Social Security at 62 is almost always a bad idea.. There's a good reason for that thinking because filing for Social Security at 62 means taking reduced benefits FOR LIFE. But that advice is WAY too broad because it’s simply not true that filing at 62 is always a bad idea. This decision is highly dependent on your own personal set of factors. In fact, there are five specific circumstances when I think filing early makes the most sense and in this video were going to examine each of these.
RESOURCES:
Direct link to my SS Break Even Calculator https://socialsecurityintelligence.co...
My Video on using a break-even analysis
• The Social Security Break Even Calculator
VIDEO: Spouse's Guide to Social Security Survivor Benefits
• Spouse's Guide to Social Security Survivor...
🔗 IMPORTANT LINKS 🔗
👍 Get confidence in your retirement with a clear plan for your income, Social Security, and taxes. Book a Retirement Clarity Meeting now! https://carrolladvisory.co/youtube1
📢 Get the Ultimate Retirement & Social Security Cheat Sheet Bundle! https://www.carrolladvisory.com/pl/21...
🚀 Start your journey to a CONFIDENT retirement! Use my link to sign up for a free trial of Boldin (formerly NewRetirement) and get a free digital copy of my best-selling book, Social Security Basics. https://www.devincarroll.com/boldin
Disclaimers 👨🏻⚖️
📜 HEAR YE HEAR YE: Some of my videos contain links to third party products, apps, and services. If you click through, I may receive a small referral fee to my media company (Carroll Media) through their referral program. Rest assured, I only recommend products or services that I believe will be helpful and informative to my audience.
⭐⚠️⭐Please read this⭐⚠️⭐
⚠️I am not an attorney, SSDI advocate, or affiliated with the Social Security Administration or any other entity of the US Federal Government. I am a practicing financial planner, but I’m not YOUR financial planner and since I don’t really know you, I can’t give you advice. So please don’t take this video as specific advice for your specific situation. Consult your own tax, legal and financial advisors. 🙇🙇🙇🙇🙇