Mailbag: Social Security Fears, 401(k) Changes, and Dream Retirement

Want to get in touch with Mark? 👉 https://silverman-associates.com/home

In this mailbag episode, Mark responds to listener concerns that highlight the uncertainty many people feel as retirement gets closer. These are the kinds of moments where hesitation, assumptions, or bad timing can have lasting consequences. Before making a move, it’s worth slowing down, because big decisions deserve more than guesswork.

Here’s what we discuss in today’s show:

💸 Social Security & Taxes: Why benefits can be taxable

🧾 401(k) Plan Changes: What happens after a merger or transition

⏳ Timing Social Security: Weighing early vs delayed decisions

😟 Social Security Anxiety: Fears about the system’s future

Want to get in touch with Mark?

Web:

https://silverman-associates.com/home

Email:

[e-mail]

Phone:

520.512.8832

520.618.5323