A Little-Known Social Security Strategy, Ep #158 - podcast episode cover

A Little-Known Social Security Strategy, Ep #158

Feb 15, 202429 minEp. 158
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

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 Connect With Gregg Gonzalez



Subscribe to Retirement Made Easy
On Apple PodcastsSpotifyGoogle Podcasts

For the best experience, listen in Metacast app for iOS or Android