Taking Your Social Security - 5 Things To Know

🎙️ 5 Critical Things to Know Before You Take Social Security
Deciding when and how to take Social Security isn’t just about picking a date—it can have lasting financial consequences. In this episode, we break down five essential factors to consider before making your choice, including:

✅ Key age milestones that impact your benefits
✅ The role of life expectancy and break-even points
✅ How your income affects benefit taxation
✅ Spousal and survivor benefit strategies
✅ Tax implications that could cost thousands over time

Social Security is complex—there are over 9,200 possible claiming combinations. This episode will help you think through the trade-offs, avoid overlooked pitfalls, and plan smarter.

📺 For more insights on retirement income, taxes, investment strategy, and market trends, explore other videos on our channel. We’re here to help you stay informed and prepared.

👍 Like this video, subscribe to the channel, and hit the bell so you never miss an episode.

🔗 Visit rpoa.com to learn more.

Social Security Official Website : https://www.ssa.gov/
RPOA Advisors, Inc., doing business as Retirement Planners of America ("RPOA"), is an SEC-registered investment adviser headquartered in Plano, Texas. Registration does not imply a certain level of skill or training. Past performance does not guarantee future results.
The information presented constitutes the authors' personal opinion and is provided for hypothetical and illustrative purposes only. It should not be construed as a projection, forecast, or guarantee of future outcomes.
Backtested performance is hypothetical, does not represent actual investment results, and has certain limitations. Hypothetical backtests are created with the benefit of hindsight, may not reflect the impact of material economic and market factors, and do not account for all factors, such as transaction costs, taxes, fees, or liquidity constraints.

Testimonials mentioned in this video may not represent the experiences of all clients.

The Invest and Protect Strategy may not be suitable for everyone and involves risks, including potential loss of principal. Please discuss these risks and suitability directly with your financial advisor before making investment decisions.

See disclosures at https://www.rpoa.com/disclosures/