Social Security Filing Strategies

In episode 9 of the “Building Your Wealth Bridge” podcast, George C. McCabe, CPA, Financial Advisor, discusses filing for social security.  In the episode, he goes over three real life case studies he encountered in the last year which led to the recommendation of three different filing strategies.  Below are a few of the other topics he dives into:· Common reasons why individuals may choose to file for social security and begin collecting as early as possible, as late as they can or somewhere in between· The importance of understanding your options even before reaching early retirement filing age· Different factors advisors will look at and analyze for clients to better assist them with making a filing decision· Questions and concerns George has received from clients regarding social security As always, please send our team any questions or topics you’d like us to cover in the future.  We hope this finds you well. This information may not be relied on for the purpose of determining your social security benefits or eligibility, or avoiding any federal tax penalties.  You are encouraged to seek advice from your own tax or legal professional.