Best Social Security Strategy Based on Portfolio Return? (Most Get This Wrong)
Safeguard Wealth Management Safeguard Wealth Management
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 Published On Aug 2, 2024

Do you know the best time to file for Social Security based on your retirement portfolio and specific situation? This can be a $100,000+ decision. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

Timestamps:
0:00 Impact of Portfolio Return on Social Security Filing?
0:55 Why Portfolio Return Matters...
2:24 Case Study Couple For Today's Video
3:38 Scenario #1 - 0% Portfolio Return
5:34 What is a Reasonable Return We Should Use?
8:14 Scenario #2 - Portfolio Return = Inflation
9:04 Scenario #3 - Portfolio Return is 3% (Real)
10:11 Scenario #4 - Portfolio Return is 7% (Real)
11:04 The Problem With Assuming High Portfolio Returns

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