RETIREMENT MADE EASY
RETIREMENT MADE EASY
Gregg Gonzalez
A Little-Known Social Security Strategy, Ep #158
28 minutes Posted Feb 15, 2024 at 10:00 am.
] Submit a question at RetirementMadeEasyPodcast.com! [6:19] Using Subsidies for Retirement Plans to Fix Social Security [12:45] Social Security withdrawal options  [15:26] Social Security's lump-sum option  [17:36] Listener Question #1: Should I roll a 403B into an IRA? [21:25] Listener Question #2: Should I roll over my 401k at 57? [24:50] Listener Question #3: How does disability work with life insurance?  Resources & People Mentioned 3 Steps to Retirement Planning The Case for Using Subsidies for Retirement Plans to Fix Social Security Connect With Gregg Gonzalez Email at: [email protected]  Podcast: https://RetirementMadeEasyPodcast.com Website: https://StLouisFinancialAdvisor.com Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube Subscribe to Retirement Made EasyOn Apple Podcasts, Spotify, Google Podcasts
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Show notes
What happens if you start collecting Social Security payments but feel like you've made a mistake or taken it too early? Did you know that you can stop or suspend the benefits? Secondly, when you start collecting Social Security there's an option for a lump-sum payment. Learn more about this little-known Social Security strategy in this episode of Retirement Made Easy! And as a bonus, I'll answer three listener questions!  You will want to hear this episode if you are interested in... [2:08] Submit a question at RetirementMadeEasyPodcast.com! [6:19] Using Subsidies for Retirement Plans to Fix Social Security [12:45] Social Security withdrawal options  [15:26] Social Security's lump-sum option  [17:36] Listener Question #1: Should I roll a 403B into an IRA? [21:25] Listener Question #2: Should I roll over my 401k at 57? [24:50] Listener Question #3: How does disability work with life insurance?  Resources & People Mentioned 3 Steps to Retirement Planning The Case for Using Subsidies for Retirement Plans to Fix Social Security Connect With Gregg Gonzalez Email at: [email protected]  Podcast: https://RetirementMadeEasyPodcast.com Website: https://StLouisFinancialAdvisor.com Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube Subscribe to Retirement Made EasyOn Apple Podcasts, Spotify, Google Podcasts