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Chart of the Day: When to Take Social Security

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer Apr 13, 2023
chart shows expected longevity versus expected annual rate of return

Contents

Today’s Chart of the Day from J.P. Morgan shows when to take social security to maximize benefits. It depends on how long you expect to live. For men, delay until age 70 if you think you will live past 77. For women, delay until age 70 if you think you will live past 81.
Chart of the Day

About the Author

Samuel A. Kiburz, Senior Vice President, Chief Investment Officer
Samuel A. Kiburz, Senior Vice President, Chief Investment Officer

Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.

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