Manage episode 273856958 series 2796729
Part II of this Emotional Wealth podcast titled, "What's Important To Know About Social Security," will walk you through the options and strategies available to you on a Individual, Spouse, and Survivor Benefit level along with concrete examples to help you navigate through this complex issue so you feel confident when it's ready to file for your Social Security Benefits.
Here is What You'll Learn:
3 Stages & Strategy Options
Deciding when is a good time to collect Social Security
Strategy 1: Benefit Options for Couples
Discuss and evaluate available options to determine when to file for benefits.
Options: 3 Stages for filing
Stage 1: Filing Early
Stage 2: Full Retirement Age (FRA)
Stage 3: Delayed Credits
Strategy 2: Survivor Benefit Options
Why do Survivor benefits work best if one spouse is expected to outlive the other.
Some general rules to keep in mind