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Why Karen Should Take Social Security at 62

EPISODE · Apr 30, 2019 · 11 MIN

Why Karen Should Take Social Security at 62

from The Josh Scandlen Podcast · host Josh Scandlen

This is the GRAND Conclusion of our 6 part case study on Karen and Ken.  We lay it all out on the infamous white board and use the PVC pipe to point out the BEST strategy for Karen and Ken regarding when to take Social Security and whether they should convert assets to Roth IRAs.  If you haven't watched the previous 5 videos they are all in the playlist.

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Why Karen Should Take Social Security at 62

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