Ep 422. The "Special Monthly Rule" - Retire SMART Podcast...

What this episode covers

In this episode, David and Jacob unpack a costly Social Security surprise that blindsided one retiree with a $21,000 repayment notice — and explain why claiming benefits too early can create serious tax and income headaches. They break down the little-known earnings limits, the “special monthly rule,” and why police, firefighters, railroad workers, and other early retirees need a proactive strategy before turning on Social Security.

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Frequently Asked Questions

How long is this episode of Retire SMART Podcast?

This episode is 12 minutes long.

When was this Retire SMART Podcast episode published?

This episode was published on June 4, 2026.

What is this episode about?

In this episode, David and Jacob unpack a costly Social Security surprise that blindsided one retiree with a $21,000 repayment notice — and explain why claiming benefits too early can create serious tax and income headaches. They break down the...

Can I download this Retire SMART Podcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.