Social Security: Maximizing Spousal Benefits

Most strategies on Social Security planning focus on maximizing a coupleís total lifetime benefits based on coordinating spousal benefits. However, while spousal benefits are crucial to SS retirement planning, donít be surprised if clients, or even colleagues, are not familiar with them.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Comments (2)
A good article on spousal benefits for those who are unaware of how to go about this and what they are eligible for. In case both the husband and the wife are working, they need to work out whether it would be beneficial to claim their social security based on their own earnings or claim a spousal benefit.
Posted by tasha123 s | Friday, January 24 2014 at 12:43PM ET
Add your comments here.
Posted by Margo G | Friday, January 24 2014 at 2:29PM ET
Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here