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Social Security

Health Checkup for Social Security

by Carolyn Walder

Social Security Strategies ... One More Thing to Consider

By Carolyn Walder

Many of you already know that several popular Social Security filing strategies for married couples are going away soon, but what you may not know is there are some nuances that may protect this option for a few more folks.  To review, the option of filing for Social Security benefits and then suspending those benefits so that a spouse can later claim a spousal benefit will go away on May 1, 2016. You would want to consider this if (1) you plan to continue to work and not collect social security until later (ideally age 70) and (2) you have a spouse who can collect on your record while allowing

An End to “File and Suspend” on Social Security

By Carolyn Walder

The Bipartisan Budget Act of 2015 that was signed into law last month includes significant changes to Social Security benefits that could impact your retirement planning. One of the changes is an end to the “file and suspend” strategy for claiming Social Security benefits. 

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