SeanK1956
New Member

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?