3 Solid Reasons to Take Social Security at 62!
Mon Jun 02 2025
Are you thinking about taking Social Security at age 62? That’s what many Americans consider when they approach Social Security age, but just because you can take it early doesn’t always mean that you should. Claiming too soon could shrink your benefits for life so it’s not a decision you want to rush to make. If you can check the box on one of the three situations we're going to discuss in this video, then claiming Social Security at age 62 might actually be the right move for you.
Here’s some of what we discuss in this episode:
📉 Why taking benefits early reduces your lifetime income
💰 Tax planning and Roth conversions — timing is everything
🧍♀️ Survivor benefits and spousal strategy insights
🧠 Why flexibility matters more than getting the “most” from Social Security
Company website: https://sierensfinancialgroup.com/
Podcast website and resources: https://maxretirementshow.com/
Phone: (847) 235-6989
Contact our team: office@sierensfinancialgroup.com
Schedule your no-cost introductory call: https://sierensfinancialgroup.com/schedule-a-meeting/
Join us for our next financial workshop: https://sierensfinancialgroup.com/
Check out our free guides:
Unlocking Hidden Tax Savings Guide: https://maxretirementshow.com/taxes/
Social Security Benefits Guide: https://maxretirementshow.com/socialsecurity/
Will Your Money Last As Long As You Do Guide: https://sierensfinancialgroup.com/
Check us out on YouTube: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ
More
Are you thinking about taking Social Security at age 62? That’s what many Americans consider when they approach Social Security age, but just because you can take it early doesn’t always mean that you should. Claiming too soon could shrink your benefits for life so it’s not a decision you want to rush to make. If you can check the box on one of the three situations we're going to discuss in this video, then claiming Social Security at age 62 might actually be the right move for you. Here’s some of what we discuss in this episode: 📉 Why taking benefits early reduces your lifetime income 💰 Tax planning and Roth conversions — timing is everything 🧍♀️ Survivor benefits and spousal strategy insights 🧠 Why flexibility matters more than getting the “most” from Social Security Company website: https://sierensfinancialgroup.com/ Podcast website and resources: https://maxretirementshow.com/ Phone: (847) 235-6989 Contact our team: office@sierensfinancialgroup.com Schedule your no-cost introductory call: https://sierensfinancialgroup.com/schedule-a-meeting/ Join us for our next financial workshop: https://sierensfinancialgroup.com/ Check out our free guides: Unlocking Hidden Tax Savings Guide: https://maxretirementshow.com/taxes/ Social Security Benefits Guide: https://maxretirementshow.com/socialsecurity/ Will Your Money Last As Long As You Do Guide: https://sierensfinancialgroup.com/ Check us out on YouTube: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ