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  1. 3 Methods to Get the Most Out of Social Security

    Andrew Salata of the Social Security Administration describes how the do-over, voluntary suspension, and pick-and-choose strategies can help retirees maximize their lifetime benefits.

  2. Avoid These 3 Social Security Pitfalls

    Retirement expert Mark Miller urges pre-retirees to be mindful of how age, Medicare, and spousal strategies all interplay with Social Security benefits.

  3. 2 Strategies for Maximizing Social Security

    'Restricted application' and 'file and suspend' are two techniques spouses can employ to ensure they get the most out of their Social Security benefits, says Michael Kitces of Pinnacle Advisory Group.

  4. Portability Provision Simplifies Couples' Estate Planning

    Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.

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