Displaying 406 results
It doesn’t always pay to delay Social Security
Some public employees may not be eligible for survivor benefits.
How to interpret Social Security benefit statements
Public sector workers' payments may be reduced.
Duration of marriage and divorce affect Social Security benefits
But there is an exception to the two-year divorce rule.
Social Security benefits subject to a family maximum limit
Payments to spouse and children may be reduced.
Rate-of-return analysis shows value of delaying Social Security
Here's how higher-earning spouses should maximize benefits.
The most commonly asked Social Security question
Can both spouses file and suspend their benefits?
Hurried trip down the aisle nixes widow’s survivor benefits
Waiting until age 60 or later to remarry preserves Social Security benefits.
Social Security begins paying survivor benefits to same-sex married couples
To qualify for survivor's benefits, spouses must have been married nine months, except under certain conditions.
Another reason to file and suspend Social Security benefits
There is flexibility in lump-sum payouts – but you must be alive to collect them
Americans vow to shed debt in 2014 but few commit to financial planning
High-net-worth investors increase appetite for risk, poll shows.
Social Security’s rearview mirror: Retroactive benefits
How to maximize Social Security benefits for a married couple, both of whom turned 66 in January 2013, and are just now filing.
How to hedge bets when claiming Social Security
The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.
Clearing up the confusion over survivor benefits
I am thankful to all my faithful InvestmentNews readers, especially those like Jon Smith, a financial planning consultant with Stifel Investment Services in St. Louis, who track of my blog posts and keep me honest.
The trick of Social Security in first year of retirement
Earnings in months leading up to retirement date can be ignored.
File-and-suspend strategy works for singles, too
Social Security strategy normally reserved for couples allows unmarried to hedge their bets.
How returning to work affects Social Security benefits
Normally, when you continue to work while collecting benefits before your full retirement age, you lose. But what happens when you reach 66?
Social Security-claiming options for spouses of different ages
Sometimes creative strategies just won't work.
Unraveling mystery Social Security lump-sum payments
Some retirees can receive up to six-months of retroactive benefits.
Age differences can muddle Social Security-claiming strategies
Married couples should focus on maximizing survivor benefits.
Decoding Social Security’s family maximum-benefit rules
Couples aren't affected if no minor children are collecting benefits.
