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Underscored: The Importance of Understanding Claiming Strategies

In situations where married couples have a disparity in their ages and, therefore, in their strategy options for claiming Social Security benefits, it becomes critical to know the rules. ThinkAdvisor reporter John Manganaro offers a quick recap of a situation with a nearly 11-year age difference, illustrating how correct application of the multiple filing options can substantially change the level of benefits obtained.

Read Manganaro’s thinkadvisor.com post here. Yes, it can be complex, and you may need help applying the rules to your personal situation. If so, know that the AMAC Foundation offers a free-to-the-public Social Security Advisory Service that can help you. Visit the Foundation website here to learn about the service and how to access it.

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