Thinking about Social Security

What are your thoughts about the question, “Will you receive Social Security benefits over your lifetime?” Perhaps never has there been a greater imponderable than how to think about Social Security as part of a retirement strategy. Let me illustrate some of the issues with a case study for a hypothetical 60-year-old dentist and spouse who wish to retire at age 62, Dr. Jack and his wife, Diane.

 

By clicking on any of the links above, you acknowledge that they are solely for your convenience, and do not necessarily imply any affiliations, sponsorships, endorsements or representations whatsoever by us regarding third-party Web sites. We are not responsible for the content, availability or privacy policies of these sites, and shall not be responsible or liable for any information, opinions, advice, products or services available on or through them.

The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2014, The BAM ALLIANCE

Foundational Materials

Buckingham prides itself on producing a wealth of non-biased financial information on a regular basis. See these articles from our blog and from our thought leaders around the nation.

Buckingham Library

Click on the covers to learn more and order the books our national thought leaders have written in recent years.

Previous Slide
Next Slide