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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 Cincinnati.com 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…
This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.