Ask These 9 Questions before Claiming Social Security
Nick Davis, CFP® Nick Davis, CFP®
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 Published On Oct 4, 2022

The right time to take Social Security is different for everyone. When you should take SS depends on your financial plan and needs. In this video, I’m going to give you 9 questions to ask yourself to determine what MIGHT be the best time to take your SS…. Depending on your situation.

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🔑 Key Topics :
0:00 - Intro
0:55 - Will You Continue to Work?
1:39 - Do You Need the Money from Social Security?
2:20 - Do You Have Multiple Investments?
2:43 - Where Are Your Investments Located in Terms of Tax Status?
3:25 - What Is Your Risk Tolerance?
4:06 - If You're Married What Is the Age Difference?
4:27 - What Is Your Health Like?
4:46 - How Much Social Security Benefit Will Your Spouse Receive?
5:23 - What Do Your Retirement Expenses Look Like?
5:54 - Conclusion

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