Savvy Social Security Planning for Couples
Hosted By: Dave Balakrishnan, CFP®, AIF®, MBA
Topics covered:
The Social Security decisions you and your spouse make when you are in your 60s will determine the amount of total income you will receive over your lifetime—including the lifetime of the spouse who lives the longest. Come learn about some little-known rules that can help married couples get more out of the Social Security system.
At this workshop you will learn…
- How much Social Security you and your spouse stand to receive over your joint lifetime
- Rules and guidelines for when spouses should apply for benefits
- How the decisions you make in your 60s can determine the amount of income you—or your surviving spouse—will have in your 80s and 90s
- How spouses with little or no prior earnings can take advantage of Social Security benefits
- What all higher-earning spouses should know about retirement and survivor benefits
