1 EBRI Retirement Confidence Survey 2022
2 Mortality in the United States, Centers for Disease Control and Prevention, August 8, 2022.
3 Social Security Administration, “Retirement Benefits, Delayed Retirement Credits,” accessed November 20, 2022.
4 Social Security Administration, “Premiums: Rules for Higher-Income Beneficiaries,” accessed November 20, 2022.
5 Social Security Administration, “Income Taxes and Your Social Security Benefit,” accessed November 20, 2022.
Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.
Rodney A. Brooks is not affiliated with Merrill or any of its affiliates. This article is for information and educational purposes only. His opinions and views do not necessarily reflect those of Merrill or any of its affiliates and are subject to change without notice. The information contained in this material does not constitute advice on the tax consequences of making any particular investment decision. This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any recommendation in this material, you should consider whether it is in your best interest based on your particular circumstances and, if necessary, seek professional advice.
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