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Spousal benefits — it requires thought and a good conversation

Diane Pearson, a wealth advisor at Legend Financial Advisors in Pittsburgh stresses the importance of being diligent when it comes to spousal benefits.  Spouses are generally entitled to an amount equal to half of the higher earner’s benefits.  Once the spouse dies, the survivor is entitled to 100 percent of the deceased person’s benefit.  Therefore, maximizing the higher earner’s benefit is essential, meaning one should wait as long as possible, up to age 70, to begin taking that benefit according to Pearson in this piece written by Karen Demasters.  Read in full 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.


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