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When to Claim Social Security
Manage episode 492251666 series 2280163
You may hear some people say that you should wait until age 70 to claim Social Security to maximize your benefit, and while this may be the right option for many, it is certainly not a one-size-fits-all strategy. Donna discusses how to go about the decision-making process for when to claim Social Security. Also on MoneyTalk, what to do when it's time to use your 529 savings, and how IRMAA affects Medicare eligibility. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/30/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
See omnystudio.com/listener for privacy information.
100 episodes
Manage episode 492251666 series 2280163
You may hear some people say that you should wait until age 70 to claim Social Security to maximize your benefit, and while this may be the right option for many, it is certainly not a one-size-fits-all strategy. Donna discusses how to go about the decision-making process for when to claim Social Security. Also on MoneyTalk, what to do when it's time to use your 529 savings, and how IRMAA affects Medicare eligibility. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/30/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
See omnystudio.com/listener for privacy information.
100 episodes
All episodes
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