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The Most Important Social Security Chart You'll Ever See
The Motley Fool ^ | Nov 16, 2019 | Kailey Hagen

Posted on 11/16/2019 3:43:24 PM PST by Openurmind

One of the most important decisions you'll have to make as you approach retirement is when to start Social Security benefits. The soonest you can begin claiming is 62, which remains the most popular age to start. It's not necessarily the wrong choice -- you'll still get a sizable amount of money over your lifetime -- but it might not be the best option if you're interested in maximizing your benefits. Here's a closer look at how the age you begin Social Security affects the size of your checks.

(Excerpt) Read more at fool.com ...


TOPICS: Education; Miscellaneous; Reference
KEYWORDS: socialsecurity; ss
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To: Openurmind
My wife and I will retire in our mid to late 50's, using the Age 55 rule to withdraw from our 401k's w/o penalty. We'll start SS at 62 so we can reduce our 401k/Roth IRA withdrawal percentage from 4%/year to 3%/year.

Simply put, claiming SS early will allow our investments to keep growing a little faster at an earlier than if we waited until FRA to claim SS.

21 posted on 11/16/2019 4:07:23 PM PST by Tell It Right (1st Thessalonians 5:21 -- Put everything to the test, hold fast to that which is true.)
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To: Jamestown1630

Thanks. Do you happen to know when the cut off year was?


22 posted on 11/16/2019 4:08:06 PM PST by MileHi (Liberalism is an ideology of parasites, hypocrites, grievance mongers, victims, and control freaks.)
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To: Openurmind

The payout penalties/rewards are based on providing an equal return for a person living to their expected life expectancy. So, if you expect to live long, then wait, if you’re going down early, then start the payments early. Also, because this system uses the same FRA for men as women, and women live about 5 years longer, on average, they should wait longer.


23 posted on 11/16/2019 4:08:46 PM PST by BobL (I drive a pickup truck to work because it makes me feel like a man.)
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To: Repeal The 17th

Good Points.

Plus they can change the rules at any time.

Plus Trump won’t always be President and the Rats can’t wait to give away SS to people who haven’t worked for it.

Love your Signature. So few people understand why that is so important.


24 posted on 11/16/2019 4:10:39 PM PST by crusher2013
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To: MileHi

It looks like they ‘upped’ it at some point, for people born later - this article discusses it and tells you the FRA according to the year you were born:

https://www.fool.com/retirement/general/2014/10/06/social-security-do-you-know-your-full-retirement-a.aspx


25 posted on 11/16/2019 4:12:49 PM PST by Jamestown1630 ("A Republic, if you can keep it")
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To: Openurmind

26 posted on 11/16/2019 4:13:53 PM PST by HangnJudge (Kipling was right about Humanity)
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To: Theoria

And thank you for adding this. :)


27 posted on 11/16/2019 4:15:03 PM PST by Openurmind (The ultimate test of a moral society is the kind of world it leaves to its children. ~ D. Bonhoeffer)
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To: HangnJudge

If you live to be 92 which is statistically unlikely


28 posted on 11/16/2019 4:15:07 PM PST by Chickensoup (Voter ID for 2020!! Leftists totalitarian fascists appear to be planning to eradicate conservatives)
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To: Openurmind

Before deciding to delay social security beyond the normal retirement age, you should compare that outcome with drawing social security, investing the money, and not spending any of that money until the alternate retirement age that you are considering.

Even at a lower than expected 5% annual return, drawing social security and investing it (in a low-fee stock mutual fund) appears to outperform delaying social security payments, and for me it continues to outperform until about age 90 (plus your kids can inherit the money that is invested but not the money that the feds hold) - but do the numbers for your tax situation. Drawing Social Security two or three years early may be an even better choice (for me to about age 85, but again depending on tax rates).

It’s shocking and unexpected that leaving your money with the feds may not be the best investment!


29 posted on 11/16/2019 4:15:19 PM PST by Pollster1 ("Governments derive their just powers from the consent of the governed")
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To: Openurmind

It all assumes that you’ll live that long. Lots of people are going to physical wrecks by the time they hit 70. It’s all really a judgement as whether you’ll be healthy.

Me. Yes probably. Don’t take any medications other than aspirin. 10+ years out. Ride the bike to work and walk the dog for exercise. Pretty sure that I know how to build up conditioning - over the years it’s getting slower to achieve results. OK, make that maybe.


30 posted on 11/16/2019 4:15:38 PM PST by glorgau
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To: MileHi

Also, I’m still working. If you are still working and file before the FRA, you face a penalty - they take away a percentage of your SS based on how much you are earning.

A couple of years ago, I was miserable and wanted desperately to retire. Then some things changed, and now I don’t know when I’ll be ready to retire.

For me, it made sense to take it at the FRA, and invest it.


31 posted on 11/16/2019 4:15:58 PM PST by Jamestown1630 ("A Republic, if you can keep it")
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To: Chickensoup

... If you live to be 92 which is statistically unlikely
Zero crossing is around 80y/o


32 posted on 11/16/2019 4:17:18 PM PST by HangnJudge (Kipling was right about Humanity)
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To: Jamestown1630

Thanks for your time.


33 posted on 11/16/2019 4:18:50 PM PST by MileHi (Liberalism is an ideology of parasites, hypocrites, grievance mongers, victims, and control freaks.)
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To: HangnJudge

which is statistically likely


34 posted on 11/16/2019 4:19:01 PM PST by Chickensoup (Voter ID for 2020!! Leftists totalitarian fascists appear to be planning to eradicate conservatives)
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To: Openurmind

Ive paid the max for avout 20 of the 35 years ive been working, still technically more than 15 years from retirement age

I ran numbers and I’m going to have to collect to I am over 100 years old to get back what ive paid....not counting interest


35 posted on 11/16/2019 4:23:17 PM PST by Manuel OKelley
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To: aMorePerfectUnion
Great article:

When Should You Take Social Security?

36 posted on 11/16/2019 4:23:50 PM PST by aMorePerfectUnion
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To: Openurmind

Years ago, AARP magazine had an article showing how SS was set up. New contributors were brought in to pay for those retiring. But the declared it WAS NOT a Ponzi scheme as all Ponzi schemes collapsed and SS had not collapsed.

A couple of pages later, Jane Bryant Quinn had an article on Social Security showing how it also was set up, just like a Ponzi Scheme.

Now we are aborting all the new workers who should be paying in, so must import workers into the scheme. To keep it solvent, 3 must support 1, then when those 3 rettire, 9 new workers must support them, then those 9 retire, 27 new workers must support them.

Now multiply that by 63 million retirees and you will see how in a few generations it will take BILLIONS of new workers to keep it solvent.


37 posted on 11/16/2019 4:24:03 PM PST by Ruy Dias de Bivar
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To: Pollster1

And what if they start to means test people at some point it the near future?

Take it while you can.


38 posted on 11/16/2019 4:24:04 PM PST by CaptainK ('No collusion, no obstruction, he's a leaker')
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To: Jamestown1630

That makes sense.

Looks like I’m in the middle for FRA. I’ll probably take it at 63.


39 posted on 11/16/2019 4:26:11 PM PST by MileHi (Liberalism is an ideology of parasites, hypocrites, grievance mongers, victims, and control freaks.)
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To: HangnJudge

Thank You... :)


40 posted on 11/16/2019 4:30:11 PM PST by Openurmind (The ultimate test of a moral society is the kind of world it leaves to its children. ~ D. Bonhoeffer)
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