Delay Social Security for tax strategy coordination
The guest argued that for high-net-worth individuals, the timing of Social Security benefits should be coordinated with broader tax strategies like Roth conversions and capital gains harvesting.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.
The story so far
OPEN · 16 MENTIONS · 9 EPISODES · 6 SHOWS
23 SEP 2025 — 15 AUG 2026 · 3D AGO
1 REPEAT · 15 MENTIONED
- THE LONG VIEW
- THE LONG VIEW · 2 MENTIONS
- THE RATIONAL REMINDER PODCAST
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE LONG VIEW
- THE LONG VIEW · 3 MENTIONS
- AFFORD ANYTHING
- THOUGHTFUL MONEY · 4 MENTIONS
- Delay Social Security for tax strategy coordination · THIS IDEA
- Social Security insolvency risk manageable
- Earnings test penalizes early claiming while working
- Delay Social Security for higher lifetime benefits
- MOTLEY FOOL MONEY · 2 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD