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January 29, 2025

Should I Draw From My 401(k) First To Delay Social Security?

Written by: Nathan Lee, CFP®

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About the author: Nathan Lee is a CERTIFIED FINANCIAL PLANNER® and Behavioral Financial Advisor at Servet Wealth Management in New York City. He works with individuals and families navigating important financial decisions, including retirement planning, tax strategy, investing, income planning, and wealth management. Through his blog and YouTube channel, Nathan explains complex financial topics in a practical, easy-to-understand way.

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