RBS 060: Claim Social Security at 62 and Invest the Money--Good or Bad Idea?
The Rob Berger Show - A podcast by Rob Berger
Several viewers have recently asked me whether it makes sense to claim social security at 62 if you plan to invest the money. At first, it seems like a solid strategy. While your monthly benefit will be lower, you get years of investment returns you'd otherwise forfeit.It turns out, however, that the issue is a bit more complex. First, depending on your investment returns, claiming social security at 62 may or may not turn out in your favor.The arguably more important issue, however, is taxes...