Retirement & Wealth Planning
Divorced? You Can Claim Social Security on Your Ex
If your marriage lasted ten years, you may be entitled to Social Security on your ex-spouse's record — and claiming it doesn't reduce their check or…
Retirement & Wealth Planning
The Social Security Restricted Application That Most People Think Is Dead — But Still Works for Widows and Widowers
The 2015 Bipartisan Budget Act killed the version of the restricted application that retirement planners loved most. But it didn't touch the survivor-benefit version — and…
Social Security Optimization
Social Security Survivor Benefits: The Timing Move Most Widows Miss
Surviving spouses have two distinct Social Security benefits — their own retirement benefit and a survivor benefit on the late spouse's record. Most widows claim them…
Social Security Optimization
Understanding Social Security Survivor Benefits: Who Qualifies & Real-Life Cases
When it comes to Social Security, most people think of retirement benefits. But what happens when a spouse passes away? That’s where Social Security survivor benefits…