Should You Claim Social Security While Still Working? episode artwork

EPISODE · Feb 6, 2025 · 3 MIN

Should You Claim Social Security While Still Working?

from The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management · host Frank Oliver

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 – Intro0:53 – Tax implications of taking Social Security early 1:47 – How Frank helps clients answer this questionLearn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time Phone: (720) 897-8463Contact our team: https://www.oliverassetmanagement.com/contact#CalendlyIt’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 Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-requestCheck out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheetsAccess your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisorAttend an upcoming event: https://www.oliverassetmanagement.com/events Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQFacebook: https://www.facebook.com/OliverAssetManagement/LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/

Episode metadata supplied by the publisher feed · Published Feb 6, 2025

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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 o...

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Should You Claim Social Security While Still Working?

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