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Is the trend toward early filing reversing?
Avoiding the impulse to file for Social Security as early as possible seems to be taking hold, according to the results of a Fidelity Investments survey. Financial journalist Dan Kadlec examines this emerging trend in an article posted today on time.com; he also recaps four areas where positive progress is still not being made, including understanding claiming strategies, timing of that first check, knowing one’s actual full retirement age (FRA), and understanding spousal benefits.
Kadlec’s article can be accessed here, and you should also know that the AMAC Foundation is equipped to help you navigate this and other complicated Social Security questions via its Social Security Advisory Service. Learn more about this free-to-the-public service on this page of the Social Security Report website.
This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.