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

May 25, 2024

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

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.

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