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Big Picture Retirement

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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Sep 19, 2022

Can a Social Security break even calculator help you decide the best age to file? Yes! 

Just know…the results of this calculation alone cannot be the deciding factor when choosing the best filing age. 

Deciding when to file for Social Security benefits requires the examination of multiple pieces of information. A Social Security break-even calculator can help with the decision, but it can never be the sole factor used if you are serious about making a well-rounded decision. 

Before using this calculator, I’d highly encourage you to read my article on the right way to use a Social Security break-even calculator.

Access the break-even calculator here https://www.socialsecurityintelligence.com/calculators/social-security-break-even-calculator/ 

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Contact Devin’s team at https://www.carrolladvisory.com/ 
Contact John’s team at https://www.rossandshoalmire.com/ 

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