Blog Article

Social Security strategies for couples

Social Security strategies for couples -

By Merriman Wealth Management, Wealth Advisor
Published On 05/21/2014

There are countless articles online on strategies for maximizing your Social Security benefits. Married couples have far more options than singles, and the rules are complex. If you are married and eligible (or almost eligible) for Social Security, it is worth talking to a financial or tax professional to ensure you weigh all of your options. In the meantime, this article from Kiplinger provides a nice primer on two of those available strategies: File and Suspend and Restricting an Application. It’s worth a quick read so you can come prepared to speak intelligently with your advisor, and thereby maximize your probability of a successful outcome.

 

Written by retired Wealth Advisor Phuc Dang

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By Merriman Wealth Management, Wealth Advisor

At Merriman, we manage your wealth so you can lead your best life. We take care of the financial planning and investment management, so you can deal in more possibilities and have the space you need to dream big.

Because it’s time to stop asking "What should I do?" and start saying, "This is what I could do."

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