Retirement Planning Education, with Andy Panko cover image

#196 – "Real" person retirement planning chat with Jim Kellerman

Retirement Planning Education, with Andy Panko

00:00

Social Security claiming decision

Jim and Andy discuss delaying both spouses' Social Security to 70 after break-even analysis and tax interactions with deferred comp.

Play episode from 45:10
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app