If you’ve built a strong retirement portfolio and are considering early retirement, the question of when to take Social Security becomes far more complex than simply maximizing lifetime benefits. In this video, we’ll explore a smarter, more flexible approach to Social Security timing—one that accounts for market risk, longevity, tax strategy, and potential policy changes. Whether you’re planning to retire at 60 or even earlier, this guide will help you weigh the real trade-offs and find a claiming strategy that fits your financial plan—not just the conventional wisdom.

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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures