Financial & Estate Planning

Social Security – Call It ‘Married with Benefits’

Social Security – Call It ‘Married with Benefits’
June 16, 2013

“For married couples planning their retirement, the quintessential question is this: “Who will die first?” That morality forecast can turn out to be a do-or-die financial issue for the surviving spouse, who could end up living a much longer life with less income, or worse yet, run out of money.

A good retirement plan should start with careful analysis of income from Social Security and survivor benefits as well as assets and taxes for both spouses.”

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