UPDATE: Cash crunch? Consider early retirement plan withdrawals
How to maximize Social Security benefits for a married couple, both of whom turned 66 in January 2013, and are just now filing.
Depending on your income, some of your Social Security benefits may be taxable. But if you repay benefits, you may be eligible for a deduction or credit.
A financial adviser's divorced mother will receive a small Social Security benefit. Meanwhile, her ex-husband's second family will receive far more.
The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.
If a client talks about claiming Social Security benefits before full retirement age that don’t ring true, ask questions. It could make a huge difference in their long-term financial security.
I received a great question from a reader today asking how his Social Security retirement benefits might be affected if he returns to work next year.
Have a client who — unbeknownst to you — filed for Social Security benefits early? Mary Beth Franklin unwraps the two ways for beneficiaries to increase their benefits after initially claiming them.
UPDATE: Retirement saving: the Great Divide