Why I Would Never Take Social Security at Age 62. Bad Idea!

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  • Опубликовано: 19 ноя 2024

Комментарии • 96

  • @MedicareonVideo
    @MedicareonVideo  Год назад

    If you are about to start Medicare - download my free book here. You will find it VERY helpful : medicareonvideo.com/freebook/

  • @gosman949
    @gosman949 Год назад +7

    I'm 73 and took SS at 70. We had no problem waiting until 70. My wife enjoys a partial SS from me, and in the event that I pass before her, she will get my full SS that started at 70. We must think about our spousal benefits too.

  • @gailjohnson6670
    @gailjohnson6670 Год назад +2

    My late husband was sick for 8-1/2 months (I stayed home to take care of him) and applied for SS at age 64 -5months. He died two months later. He collected two SS checks and I had to send his second SS check back because he died in the middle of the month. (SS should be prorated.) I had also applied at same time as late husband at age 63-3 months. I collected two SS checks then transferred to late husband. I should of collected widow's benefit first. But got poor advice from older brother and taken to SS office two days after husband death. I was not thinking straight. Anyway, husband worked his whole life for one SS check. I worked my whole life to collect two SS of my earned SS. I'm age 74 now. I've been a widow for over 11 years 3 months. Yes I wish my SS was a lot more. And could of waited to age 70. But life doesn't always go as plan that way.

    • @MedicareonVideo
      @MedicareonVideo  Год назад +1

      Thank you for sharing your story. It's unfortunate that you faced difficulties in navigating the process and received poor advice during a challenging time. Life often throws unexpected curveballs, and it can be frustrating when things don't go as planned. We hope that our channel can provide valuable information and support for you and others who are navigating the complexities of Medicare. If there's anything specific you would like us to cover or any questions you have, please don't hesitate to let us know.

  • @Retiredmco
    @Retiredmco Год назад +20

    Keith my only income is my pensions. Since tomorrow ISNT guaranteed I'm taking it at 62! I paid into the system and I want my money 💰 ASAP! And yes I want my money while I'm still young enough to enjoy it! Most 90 yr olds aren't enjoying life as they did in early to mid 60's.

    • @athena3865
      @athena3865 Год назад +4

      You're getting the same amount; it's more later because they are making up for the time you didn't take benefits. I started at 62 also, and it's compounding in my investments.

    • @gosman949
      @gosman949 Год назад

      foolish and not prudent

    • @Retiredmco
      @Retiredmco Год назад +1

      @@athena3865 That's my game plan too! It's all mad money 💰 to me!

    • @maicol67
      @maicol67 Год назад +1

      Most 90 year olds? Heck some of my peers in their early to mid 60s aren't enjoying their health / lives now as a lot of them are seriously over weight or have some type of medical condition etc etc and what's incredible is that with traditional pension along with 401k & social security at their finger tips they still insist on working. To each their own but man some just live to work instead of work to live. I'm with U if I'm healthy and can afford it I'm out at 62

    • @gosman949
      @gosman949 Год назад

      @@maicol67 foolish

  • @CaesarDarias
    @CaesarDarias Год назад +2

    What is the reason for the penalty over $21,240? I cannot find the reason Congress created that rule. It makes no sense to penalize people who are working, being productive and continuing to PAY TAXES.

  • @gjhill6496
    @gjhill6496 Год назад +6

    I just think you have to evaluate your situation. How much savings you have or maybe you're getting a pension. What does your family tree look like. Is everyone dying in your family in their late sixties or early to mid seventies. How is your health!! So good information. The important part of it, he said he wouldn't take it at 62!! He knows his own situation. Know yours!!!

  • @bill648
    @bill648 Год назад +4

    Think twice if you are waiting and still working in a High stress job. It will affect your health and possibly shorten your longevity. Money can’t buy time and you may be shorting it.

  • @jeanwoodhouse6456
    @jeanwoodhouse6456 Год назад +3

    Waiting always looks good on paper. Money isn't everything. Take the money and run

    • @Paulohlsson7
      @Paulohlsson7 4 месяца назад

      Hi Jean, how's your day going with you?

  • @Jerseygirlinberkeley1
    @Jerseygirlinberkeley1 Год назад +1

    As a 60 year old widow, I’m taking mine at 62, then switching to my late husband’s full SS at 67.

    • @Paulohlsson7
      @Paulohlsson7 4 месяца назад

      Hi Berkeley, how's your day going with you?

  • @christopherhennessey8991
    @christopherhennessey8991 Год назад +4

    Maybe you wouldn’t take it at 62 ,but that’s you. Everyone’s situation is different .Claiming it at 62 worked for me. My health was in question and I needed the money. I also have a child who is a minor. Was solely receiving my RN pension at the time. The Social Security money helped boost my finances enabling me to clear debts rapidly and resume saving. The wait until 70 is very shortsighted.

  • @jps0117
    @jps0117 Год назад +3

    FRA is a misleading term, as 70 is the age where maximum benefits kick in. Calling age 67 benefits "100%" is arbitrary.

    • @blux1532
      @blux1532 Год назад +2

      I have always said the same thing! You get less at 69 than 70 and you get less at 67 than 68 but you don’t get more if you wait until 71 so 70 is max.

    • @jps0117
      @jps0117 Год назад +1

      @@blux1532 Thank you for your agreement :) I think it's politically unpalatable for the government to call 70 FRA.

  • @zombieapocalypse3837
    @zombieapocalypse3837 Год назад +2

    Very few people live to be 90, and those who do, don't usually arrive in particularly good shape. Staff RN for 27 years. But Hope Springs Eternal.

    • @DogBeast221
      @DogBeast221 Год назад +2

      As a fellow RN who has seen the horrors of old age, hopefully I will get hit by a bus beforehand.

    • @zombieapocalypse3837
      @zombieapocalypse3837 Год назад +2

      @@DogBeast221 You and me both, just let it be quick so I don't lay in the hospital for months with tubes coming out of every orifice before ultimately succumbing.

    • @DogBeast221
      @DogBeast221 Год назад +2

      @@zombieapocalypse3837 if you’ve not already done it, be sure to have your attorney draft an Advanced Directive (formerly a Living Will) specifying all of your desires and share it loudly with your family, friends and primary care provider.

  • @wg3771
    @wg3771 Год назад +10

    The government wants to take the money, that's why they keep increasing at the age limit for retirement. Do it whatever you feel is right for you.. ❤️

  • @napoleonmdusa8877
    @napoleonmdusa8877 Год назад +2

    I evaluated this and decided to take SS when I turn 70. I have enough in my IRA's to live off of until then and my "break-even" age is 81, which my family members have lived beyond so I'm hopeful I will too. The older I get the more money I'll probably need to cover medical stuff and inflation. I just don't trust taking a chance on investing my SS at age 62 or 67 in the hopes I come out further ahead, especially with the stock market performance during the last year or two.

    • @jonathanfoster2263
      @jonathanfoster2263 Год назад

      one thing to consider is lost opportunity costs from the money you take out of your portfolio while waiting until your 70. Its hard to quantify though. If you have to take an extra %3 out of your portfolio for 8 years how much could that have grown or continued to grow if you had not needed it. That said you will have to take RMD's eventually and if you have drown down your 401k then those RMD's will be less.

  • @mcnallyfr
    @mcnallyfr Год назад

    I started mine at 63 and am very happy. I sold my business which is an S Corp. to my wife and kept right on working in my business. The only difference is the weekly paycheck is made out to her, and the social security and taxes are paid under her name. So that will also help her social security payment to be higher when she retires in 4 years because of the added income. When she retires I will buy the business back from her because I will be of full retirement age, and can keep on working if I want to. This just happened to work great for me, but it won't for a lot of people.

  • @daidegoat
    @daidegoat Год назад +1

    This is the third video from you I've watched and you are the best on RUclips for this subject. I turned 62 in January and I've already made close to $21, 240. Does this mean that if I got a part time job I would only be able to earn the difference up to the $21420 and then start being penalized? I'm assuming that the pension money I receive is counted toward that minimum, as that counts toward the $91K I'm allowed to make when calculating medicare. Thank you for your videos.

  • @rodrain2
    @rodrain2 Год назад +2

    What qualifies as earned income? Do pensions count against your limit. Specifically 1099-R income. Also what about dividend income?

    • @Retiredmco
      @Retiredmco Год назад +2

      No pensions aren't included in earned income! Dividends yes!

  • @raymow9683
    @raymow9683 Год назад +2

    LOL... says the man who's about to turn 67 (No disrespect). I believe it just depends on your health and Roth/Ira's. That's why you should speak with a financial advisor as they can tell you what makes sense depending on those factors. I'm 60, finance guy says I can bring home $80K/year starting 62 until 85 then social security alone after 85. More than enough if you downsize and have no debt... besides once/if I make it that long money won't matter much to me in a an old folks home waiting to die. 🤪

  • @trailertrashtim2
    @trailertrashtim2 Год назад

    So at what point of one's 67th year can you take your FRA check without penalty? I turn 67 in February of 2028.

  • @hvacmike1175
    @hvacmike1175 28 дней назад

    Good job on explaining SS I plan on working to70 if I’m still able to work

  • @g8way2k1
    @g8way2k1 Год назад +3

    Exactly..SOL. Your benefit is not part of your estate, it doesn't get passed down. This was just part of my opposition to wait until 70 or even 67. I would like to hear from seniors 80, 85, 90 too. My question to them would be "What can't you do now that you could do at 62? So it's not only how long you live, it's the quality of life in between ages 62 and 80. Huge difference. So ask yourself, is it better to have the money but can't do what you want, or is it better to take that 70% and do all you can with it? Let's take the defense of SS taking $1 or $3 of everything "OVER" a certain amount of "EARNED" income. First of all, I would take on only the employ that I could gauge what I make. Even if that were not possible, the $21,000 dollars is untouched by SS. And of course this $21,000 is over and above whatever your Social Security Income is. Now if you are a high wage earner, then it could be a "no-brainer" to wait, depending on your health of course, and other factors. With regard to "investing" SS money if you don't "need" it. Using the stock market as a gauge for successful investing is used by many. I'll just state the fact that money can be made in both the upside and downside of the stock market, and you can do so without "speculation." So Keith was just a 'tad' unfair using that analogy to drive home his side of the equation. But Keith is 100% right that all this depends on YOU and your situation. Keith is also absolutely right when he quickly mentioned that "the break even point is too far down the road". And about your benefit increasing if you wait past 70, or collecting more than 100%...maybe Keith can explain this, it confused me: "You don't have to begin collecting Social Security by age 70, but your benefit will not increase if you delay claiming past your 70th birthday."

    • @herculesrockefeller8969
      @herculesrockefeller8969 Год назад +2

      Your max benefit occurs at age 70, so there is no advantage in waiting 'til age 72, for example.
      I don't know why you would never collect SS, but who knows? Maybe you're Elon Musk!

  • @jamesdigeorgia6112
    @jamesdigeorgia6112 Год назад

    So, it makes sense to retire at 67 1/2 and retire. May 1959?

  • @NYCmusiclover98
    @NYCmusiclover98 Месяц назад

    If you stop working by age 62 take your money and enjoy it. If you want to work longer postpone taking SS until you retire.

  • @wisulliv
    @wisulliv Год назад

    Never say never.

  • @Medmann48
    @Medmann48 Год назад

    You shouldn't just look at what you will receive per month, you need to look at the TOTAL money that you will have received at a certain age looking at both ways. I did the math & choose the age 80 years old for comparison & I would make $10,000.00 MORE "total" dollars at age 80 by taking Social Security at age 65 versus age 70 because of breakeven point. Now if I live to age 90 then it would pay to wait until 70 but how many people live that long?

  • @gamoneda03
    @gamoneda03 Год назад

    Can I retir at 62 and move to México with my IRA, then wait until full retirement on SS?

  • @NickB-yq7ng
    @NickB-yq7ng Год назад

    I'm 63 and not working, but would never take it before FRA. Actuarially my odds are to live into my 90's, though I realize no guarantee. Several really close relatives lived well into their 90's, so I may have longevity on my side. My bottom line is; if you really don't need the money at 62, wait. You may very well need the significant increases later in life.

  • @bernardberry3824
    @bernardberry3824 Год назад

    WOW! you didn't think this one fully. When you take it early and still work part time when you reach full retirement age SSA recalculates your earnings and your SS check will be more. At least that's what SSA told me.

    • @gregdietrich57
      @gregdietrich57 Год назад +2

      No expert here, but what may happen is if somebody retires at 62, he gets 70% of his earned retirement benefit, period. If he continues to work, he may earn more credits if his income is high, so his full benefit can go up, but he continues to receive 70% of whatever that comes out to, forever. And if he is earning a high income, he is not going to get much until his FRA, so it would make more sense to delay signing up so he can get a higher percentage.

  • @mikep6979
    @mikep6979 Год назад

    It is true that if you retire at 62 your benefit will be reduced substantially for wages above 21k. BUT you do not "lose" these dollars forever. They are just delayed. So when you stop working you will draw somehat more than you would have if you never worked after 62 and drew the whole amount from the start. It's basically a feature to preserve your benefit until you actually stop working. That said, drawing benefits at 62 is still not a good idea if you can avoid it.

  • @craigbathurst1185
    @craigbathurst1185 Год назад

    I’ll be 64 on April and I will need to work after 66 1/2 . I have 10 more years on my mortgage to pay off and my wife is a year younger than I am. Also I have a special needs daughter with special needs with multiple disabilities and she gets SS. Can you help me through this process?

  • @jeffdutton9675
    @jeffdutton9675 Год назад

    If one takes his social security payment early, at 62, is his income from a state pension counted towards the $21,240 income limit (after which SS takes back $1 for every $2 of earnings ) ?
    Simply, do pension payments count as income for this purpose ?

  • @elvaz2
    @elvaz2 Год назад

    My wife is 64 only works part time and makes about 16,000 a year she will get her SS and work . I’m 60 I’m going to wait to my full retirement age so my wife could get survival benefits. Any thoughts please thank you.

  • @rogerdodger8415
    @rogerdodger8415 Год назад +4

    I don't agree. Here's why. First SS is structured so that early recipients receive the SAME as late recipients (with a larger check) Now, if I take at 62 and never use a penny and invest it, there will be a "break even" after X years. Here's the clincher. If the late recipient dies, what does he have to show for waiting? ZERO. Where the early recipient has a stash of investment that can go to his children. So...in effect you gamble that you will OUTLIVE the actuary's guess about your lifespan. If you do, you will come out ahead AT THE END. However, if you see it as a life insurance product, and die early (before the break even) you win. That's a gamble I was willing to take.

    • @michaeldalsky1209
      @michaeldalsky1209 Год назад

      In your scenario the breakeven point will probably be 82

    • @michaeldalsky1209
      @michaeldalsky1209 Год назад

      By 82.I won’t be spending as much money on travel,sporting events

    • @rogerdodger8415
      @rogerdodger8415 Год назад +2

      @@michaeldalsky1209 I agree, and also a lot depends on how you invest that money. Isn't it interesting that high level accountants to lottery winners almost always tell them to take the lump sum instead of a yearly check? Take the money and run!!

  • @SeattleBoatdog
    @SeattleBoatdog Год назад +2

    Ummm WE ARE NOT LIVING LONGER !!!!

    • @zombieapocalypse3837
      @zombieapocalypse3837 Год назад +2

      I have tried explaning this to people too, unfortunately there are too many people who are deficient in grade school arithmetic.

    • @aolvaar8792
      @aolvaar8792 Год назад

      a 65 yr old man has a 50/50 chance of living to 84

  • @crazyhorse3275
    @crazyhorse3275 Год назад +1

    Just make sure you have no debts and 62 is fine.

  • @jamesdigeorgia6112
    @jamesdigeorgia6112 Год назад

    What about the colas?

  • @DogBeast221
    @DogBeast221 Год назад

    My investment advisor doesn’t even factor SS into my retirement plan as it will be depleted in the foreseeable future. Further, it will be counterproductive to take SS (if it exists) even when I turn 70 as that will only increase my income tax liability.

    • @gosman949
      @gosman949 Год назад

      yes it will. But we get a cost of living increase every year. That somewhat offsets it.

    • @DogBeast221
      @DogBeast221 Год назад

      @@gosman949 chicken feed in conjunction with an overwhelming tax liability…not worth it.

    • @gosman949
      @gosman949 Год назад +1

      @@DogBeast221 never deny income just because you are taxed on it. Deductions and good tax sense will minimize the taxes and you will get a majority of the income to enjoy!

    • @DogBeast221
      @DogBeast221 Год назад

      @@gosman949 a “majority”? When in a 36% income bracket? Waste of time…

    • @gosman949
      @gosman949 Год назад +1

      @@DogBeast221 foolish. Take the other 64%!

  • @harveyh3696
    @harveyh3696 Год назад +2

    How about 65? I'll be 65 in soon.

    • @ronbronb
      @ronbronb Год назад

      you can't take it at 62

    • @wg3771
      @wg3771 Год назад +2

      Retired, my dad retired at 62, and so is my mom, and they travel to Ecuador often. We are not rich, but it's long they have enough to pay the bills and travel. Both of my parents are 65 and 66 now. My mom had a stroke at 65 years old. So if you do Retired make sure you go see your primary care doctor and make sure you are healthy because you won't have health insurance. I help both of my parents apply for medicaid until they qualify for Medicare.. Remember to stay active during your retirement. Go for walks and visit friends and family often. 👪 do things that you love... Life is a roll coaster. We don't don't what's going to happen tomorrow.. find out a way to qualify for health insurance if you can't afford one. I think that's the most important part. BEST OF LUCK! 😇❤️🙏

    • @PLC808
      @PLC808 Год назад +1

      ​@@ronbronb Lol

    • @harveyh3696
      @harveyh3696 Год назад

      @@wg3771 Thanks for the reply.

  • @kristinejackson8268
    @kristinejackson8268 Год назад

    What about if ss goes broke like everyone is saying it will.

  • @wg3771
    @wg3771 Год назад +2

    What if you die at age 62 ?

    • @MedicareonVideo
      @MedicareonVideo  Год назад

      I guess SOL as they would say :(

    • @zombieapocalypse3837
      @zombieapocalypse3837 Год назад +5

      I can think of something worse, taking SS at 67 or 70 and dying a month later, after waiting all those years when one could have took it at 62.

    • @Retiredmco
      @Retiredmco Год назад

      ​@@MedicareonVideoAll the more reason to take at 62!

    • @DogBeast221
      @DogBeast221 Год назад +2

      “Ah, lads. Here’s to ole WG. May you be in Heaven a half hour afore the Devil knows you’re dead.” Ya had a good run, lad.

  • @JSTINKERBOY
    @JSTINKERBOY Год назад +2

    SO WHAT HAPPENS IF YOU ONLY LIVE TO BE 63? ALSO, THIS GUY DOES NOT CONSIDER THE THE EROSION OF PURCHASE VALUE OF THE DOLLAR. LOOKING BACK, THE $ HAS LOST 30% OF ITS PURCHASING OVER THE PAST 3 YEARS. ALSO, THAT INCREASE IN BENEFITS MUST BE DISCOUNTED FOR LOSS IN PURCHASING POWER IN FUTURE YEARS.

  • @laurafigueroa8
    @laurafigueroa8 Год назад

    Can I take SS at 62 if my husband took his at 67?

    • @snave59
      @snave59 Год назад +1

      What your husband does with his social security,doesn't have anything to do with your benefits.Yes you can take it at 62.

    • @laurafigueroa8
      @laurafigueroa8 Год назад

      @@snave59 thank you.

  • @michaeldalsky1209
    @michaeldalsky1209 Год назад

    Every situation is different,I hate these types of videos

    • @MedicareonVideo
      @MedicareonVideo  Год назад

      Every situation is different - that doesn't mean you should look at alternatives.

    • @michaeldalsky1209
      @michaeldalsky1209 Год назад

      @@MedicareonVideo this video should be named if you are still working

    • @timsul3092
      @timsul3092 Год назад +3

      I retired at 58 with a pension deal from the plant I worked for. It wasn't great money, but I wanted out of the chemicals and environment I was in so I took them up on it. Six months after I retired I had my first heart attack, had a stent put in, three years later in 2020 that same stent clogged up again.
      That being said, I took mine at 62 and didn't look back. Besides, my wife is a bit older than me and she was a stay at home mom so she didn't have enough credits to draw her SS. I had to be drawing in order for her to be able to get her spousal benefits from mine. So if I waited, I would be leaving money on the table.
      Drawing at 62 works for us.👍