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Planning a 2027 retirement? Check out thee key things to know. - The Motley Fool

Anyone contemplating claiming Social Security retirement benefits next year needs to be aware of the basic rules, and a post by The Motley Fool’s Kailey Hagen, CFP can help you out with three of the key items. Two of them (the value of waiting to claim and the need to include the “earnings test” in financial planning) are generally well known, but the third, the importance of knowing how the claimant’s birth month affects when payments can be expected, is often overlooked. Check our Ms. Hagen’s post here.

Notice: The link provided above connects readers to the full content of the posted article. The URL (Internet address) for this link is valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the link’s validity. Also, the opinions expressed in these postings are the viewpoints of the original source and are not explicitly endorsed by AMAC, Inc.; the AMAC Foundation, Inc.; or socialsecurityreport.org.

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