Episode 111: Retirement Income for Seniors: When to Claim Social Security & Cut Taxes

When should you claim Social Security? How can you reduce taxes in retirement? And what steps can help make your retirement income last?

In this episode of the Serving Seniors Podcast, Matt Helton welcomes Jeremy Keil, CFP®, CFA®, CIMA®, CLTC®, ChFC®, RICP®, Certified Kingdom Advisor®, National Social Security Advisor Certificant, financial advisor, author of Retire Today, and host of the Retire Today podcast.

💰 IN THIS EPISODE:

✅ Why delaying Social Security can increase future benefits for eligible retirees

✅ How working longer may improve retirement income

✅ Why IRA, Roth, savings, and brokerage withdrawals can produce different tax outcomes

✅ Tax-planning considerations before Medicare eligibility

✅ Why planning before retirement can help during market downturns

✅ How home equity and reverse mortgages may fit into a retirement-income strategy

✅ Why the order of your retirement decisions matters

📘 ABOUT JEREMY KEIL

Jeremy Keil is a financial advisor with Keil Financial Partners and author of Retire Today: Create Your Retirement Master Plan in Five Simple Steps. His work focuses on helping people make informed decisions about Social Security, pensions, 401(k)s, taxes, investments, and retirement income.