Early Social Security Can Be Better

Can filing at 62 offer a greater benefit than filing at 70? In the right circumstances, yes! Today I want to show you a simplified example of why integrating the filing decision into your overall retirement income plan is so important.

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See the JP Morgan Capital Markets Assumptions here https://am.jpmorgan.com/us/en/asset-management/institutional/insights/portfolio-insights/ltcma/

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📍We can show you how to retire with confidence! 📍In our Retirement Roadmap plan, we can help make your retirement savings last longer and reduce your taxes by coordinating your Social Security filing strategy, retirement account withdrawals, and Roth conversions. 📞Schedule your call and see if this plan is a fit for you. https://www.devincarroll.com/roadmap

🎤 If you're preparing for retirement or already enjoying it, you'll definitely want to catch my podcast, Big Picture Retirement. Your retirement's success hinges on seeing the "big picture" and tying together your legal, tax, and financial strategies. On the show, we dive deep to offer insights on effective planning, and I'm joined by my co-hosts - attorney John Ross and yours truly, financial planner Devin Carroll. https://www.bigpictureretirement.com/

➡️ Want to hire Devin and his team? -- https://www.carrolladvisory.com

Don’t miss my free online workshop, “How to Choose the RIGHT Age to File for Social Security.” In this workshop you’ll learn:
✔The Most Important Factors to Consider BEFORE You File for Benefits
✔How to Coordinate Your Social Security Filing Decision with Your Other Assets & Income for a Tax Efficient Distribution Strategy
✔Why This Is The Biggest Decision of Your Retirement

Access the workshop today at this link
https://www.devincarroll.com/SSessentialsonlineworkshop

➡️ Get a copy of my best-selling book, Social Security Basics, here -- https://amzn.to/2twsABZ

➡️ Social Security Questions? Join my FREE Facebook Group! https://www.facebook.com/groups/428684237572614

📜 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 Properties) 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. 🙇🙇🙇🙇🙇
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Видео Early Social Security Can Be Better канала Devin Carroll