When is the right time to tap Social Security? What happens if you wait? In this episode, Jimmy breaks down the increasingly searched concept of Social Security bridging and how retirees can use it to support their lifestyle while delaying benefits. He explains why delaying can strengthen long‑term income, protect a surviving spouse, and open doors for smart tax strategies like Roth conversions. Plus, Jimmy shares insights on longevity planning, inspired by Dolly Parton’s vibrant outlook on aging, and how purposeful lifestyle choices can make retirement more fulfilling.
If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, go to rightpathwm.com and set up a meeting with Jimmy and the team or call 702-805-7000.
Hear Jimmy Lin on “Right Path to Retirement Radio” each Saturday at 12 noon on News and Talk Radio 840 KXNT

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