A Primer on Claiming Strategies for Married Couples
One of the more mystical areas of Social Security law has been the file-and-suspend, restricted application rules previously available to married couples. Although these rules were substantially altered with the Bipartisan Budget Act of 2015, there are still some strategic moves that a couple can make to maximize their long-term benefits. Certified financial planner Greg Roberts, in a post on www.aikenstandard.com, illustrates one such strategy that can produce additional benefits for a surviving spouse. Read his post here…
While the claiming strategies for couples can be a bit complex, know that the AMAC Foundation provides a free-to-the-public, accredited advisory service that can help you understand how the rules might apply to your specific situation. Learn about this service here…