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Social Security Tips for Couples
John Csiszar reminds those getting ready to file for Social Security benefits that there is more to it than just considering one’s age. Married couplies need to be strategic to maximize benefits when one dies before the other. The author guides readers through a few scenarios, as in when the couple are roughly the same age, one spouse had a shorter work career, and finally, one spouse has a shorter life expectancy. Full piece here.
The AMAC Foundation offers a free-to-the-public advisory service to all folks ageing into–or already in–Social Security. This service provides guidance in understanding the complexities of Social Security and the myriad rules and regulations associated with the process for claiming benefits, with NSSA-Certified Social Security Advisors available via email or telephone to discuss options. Learn more about this service via the Foundation’s website.