As the years have gone by, Social Security has become more complex and complicated. Knowing when it’s appropriate to start taking Social Security is a crucial part of any retirement plan. Taylor and Brad talk about many considerations that you need to work out with your advisor before you make that important decision.
On our previous episode, we discussed the importance of having tax-free income in retirement. But now, let’s dive a little deeper. Taylor will show us how both your Social Security benefits and your health insurance premiums can be affected by the amount of tax-free income you have — or don’t have — in retirement.