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Retirement tax questions
Thanks. I'm 68, and my wife is 69. I was told that if you plan to live until 85, age 67 is the best time to file for social security. Also, I called the SSA 800 number, and the woman told me that the only time I should meet with Social Security people is when I am ready to claim our benefits. When I asked to set up a meeting to learn about my options, she told me that I was misinformed. Our financial advisor and others I know told me that SSA offers this when people are exploring options to when to take Social Security. What have you heard?
‎June 26, 2024
11:10 AM