Ask Larry

When Do You Recommend Taking Social Security Benefits For High Net Worth Couples?

When do you recommend for high net worth couple take their SS benefits?

Hi. The best filing strategy for a couple depends on numerous different factors, not just their net worth. Our software (https://maximizemysocialsecurity.com/purchase) is designed to fully analyze all of the various factors that can affect a person's optimal filing strategy, so you and your wife may want to strongly consider using our software to help you determine the best overall strategy for maximizing your benefits.

Best, Jerry

Posted: 
Jan 24 2022 - 1:29pm
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