Timing Social Security is a key Retirement decision, but it’s often made in isolation. Many retirees overlook how IRA withdrawals fit into the picture or how those two levers can work together to improve your retirement plan.
In today’s video, Lena will walk you through a retirement case study that illustrates the long-term impact of using IRA withdrawals to delay Social Security.
For Joe and Mary, this strategy increased their lifetime retirement spending by more than $500,000! The numbers are specific to their situation, but the takeaway is clear: a thoughtful, integrated strategy can make a meaningful difference.
Other videos we think you’ll like: https://www.youtube.com/watch?v=MfriucxMarE&t=148s
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Ed Slott reference: https://www.youtube.com/watch?v=IFiTY6Xm3p0
Consult with a financial or tax professional for guidance on your unique circumstance and goals. This is a hypothetical example used for educational purposes only.
