Couples need to figure out the amount of survivors benefits each would receive after the other dies and whose benefit should be claimed first.
Author: Robert Powell
Retirement: 5 things you need to know about Social Security spousal benefits
Did you know that the higher earner must file for Social Security first or that you may not be able to claim a spousal benefits if you earned more?
Social Security 💵
How much will be cut?
When will I get my monthly Social Security check? It depends on these quirky rules.
If you haven’t reached retirement age, be warned: Social Security has some pretty quirky rules for the timing and eligibility of benefits payments.
Does your state tax social security benefits? Here’s why that’s crucial to your retirement strategy
Before retiring, learn how your Social Security benefits will be taxed at the federal and state levels and what your net after-tax income will be.
Social Security isn’t fixed income. Here’s 5 ways to to boost your retirement benefit
There’s actually plenty you can do to increase your Social Security benefit. Here are 5 tips to cushion your retirement nest egg.
How to boost your Social Security benefits if you collect disability insurance
If you need to apply for Social Security disability insurance (SSDI), there are a few things you need to know.
Moving to a ‘tax friendly’ state? Do your homework first
Deciding to move to a state with lower taxes without factoring in the whole tax picture could bite you in the form of higher property or sales tax.
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Should you consider a short-term bond allocation? Here’s how to invest in bonds when interest rates are rising
There are sectors that tend to outperform in rising rate environments, here’s how retirees who were hoping to live off interest income can adjust.