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Social Security: What Benefit-Juicing Strategies Are Left?

File-and-suspend may be kaput, but retirees can still maximize their benefits through delaying and taking advantage of spousal benefits, says Baird's Tim Steffen.

Social Security: What Benefit-Juicing Strategies Are Left?

Christine Benz: Hi, I'm Christine Benz for Morningstar.com. The recently passed budget deal closes the door on a popular Social Security technique. But some other Social Security maximization strategies remain available. Joining me to discuss this topic is Tim Steffen--he is director of financial planning at Robert W. Baird.

Tim, thank you so much for being here.

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