Social Security, Cash Balance Plans, Pensions, and The Pro-Rata Rule: Q&A #2120 - a podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Jim and Chris sit down to discuss listener’s questions relating to Social Security, cash balance plans, pensions, and the pro-rata rule. (3:00) Jim and Chris begin by deep diving into the calculation behind the idea of investing your age 62 Social Security benefits instead of waiting till age 70 to claim and follow-up by answering […]

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