When people talk about social security benefits and retirement planning, they often say, “My goal is to wait as long as possible deferring social security because it increases my benefit.”

Your social security strategy should be based upon a comprehensive retirement plan and things like your investment strategy, income strategy, legacy goals, tax strategy should be considered before you actually design your Social Security strategy.

In today's video, James Conole is going to show you when it makes sense to draw down your 401k balance in order to increase your social security benefit and what’s the best retirement investment strategy for you.

Learn the tips & strategies to get the most out of life with your money.

⏰ TIMESTAMPS
00:00 Introduction
2:00 Retirement Planning
3:20 401(k) Investing
4:50 Retirement Plan
5:60 Retirement Portfolio
6:45 Social Security Strategies
7:55 Work With Us

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