Social Security Strategies
Paul and his wife view Social Security as a potential bonus rather than a primary income source in their financial plan. They are considering their options carefully, weighing the timing of withdrawals against their financial needs and potential changes in the program. With estimated benefits ranging from $23,000 to $43,000 for Paul and $11,000 to $19,000 for his wife, their approach emphasizes flexibility and informed decision-making.In this clip
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021R | Case Study | Paul | Part 2
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