Tag Archives: when to take social security

SOCIAL SECURITY ADVANCED STRATEGIES; A CASE STUDY

THINKING RETIREMENT – ANDY LANDIS– A real-life case study illustrates three strategies for maximizing Social Security: delay, file and suspend, and spouse-only payments. True story, except the names are changed: I was wrapping up a client education event for a … Continue reading

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MAXIMIZE YOUR SOCIAL SECURITY? NOT SO FAST!

THINKING RETIREMENT – ANDY LANDIS– Maximizing your Social Security is all the rage.  But is it the right move for you? Strategies like “Withdraw and Refile,” “File and Suspend,” and “Restricted Application” are getting attention everywhere.  They are detailed in … Continue reading

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