Feb 06 2025 3 mins
In today’s mailbag episode, we’re answering a question from Bobby about Social Security. He plans to keep working for another two years but wonders if he should start taking his benefits now since he’s reached full retirement age. Is it a smart move, or could waiting be a better strategy?
While everyone’s situation is unique, Frank will share how he helps clients determine the right time to start claiming benefits.
Here’s what we discuss in this episode:
0:00 – Intro
0:53 – Tax implications of taking Social Security early
1:47 – How Frank helps clients answer this question
It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time