DiscoverThe Retirement and IRA ShowSocial Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421
Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421

Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421

Update: 2024-05-25
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Jim and Chris sit down to discuss listener questions relating to Social Security, WEP, Lifecycle funds, and retirement planning.


(8:30 ) A listener looks for clarification on when WEP will be applied to his Social Security benefit.


(25:30 ) A listener looks for thoughts on his Social Security claiming strategy.


(35:30 ) The same listener as above asks about Lifecycle funds and potentially using them to cover his Minimum Dignity Floor (MDF).


(54:30 ) Jim and Chris share their thoughts and also open up suggestions to listeners on if they would like to participate in providing a 10-minute summary of their approach to retirement planning.


(1:01:30 ) A listener wonders how illiquid assets, such as a home come into play for retirement planning.


The post Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421 appeared first on The Retirement and IRA Show.

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Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421

Social Security, WEP, Lifecycle Funds, and Retirement Planning: Q&A #2421

Jim Saulnier, CFP® & Chris Stein, CFP®