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Couple’s Age Difference Calls for Careful SS Planning

Most advisors warn that a married couple should always take a holistic view of their Social Security planning – one that considers the best strategy for them as a couple. Never is that more true than when there is a significant difference in age between a husband and wife who also have a sizable difference in their earnings history and, thus, their personal Social Security benefits. In this Allworth Advice piece by Amy Wagner and Steve Sprovach, the authors answer a question from a man who is 8 years his wife’s senior, and who wonders how to best plan for taking his Social Security benefits. Click here to read more.

Also, if you’re unsure about your individual situation under Social Security or have questions about your personal benefit entitlements, note that the AMAC Foundation provides an independent free-to-the-public Social Security Advisory service to help Americans navigate the complexities of this program. Learn more about it here…

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