Social Security Claiming: The Case of Medicare and the Non-Working Spouse
By John ManganaroSpouses without an earnings record must wait for their working spouse to file, but Medicare is another matter.
January 24, 2025
Social Security Claiming: The Case of the Late Baby BoomersPeople born at the end of the generation face a different claiming outlook than their older counterparts.
January 16, 2025
Social Security Claiming: The Case of the Middle-Earning WidowerVarious claiming strategies exist for mid- to high earners who have access to a survivor benefit.
September 16, 2024
Social Security Claiming: The Case Where Timing Doesn't Matter MuchProjected lifetime benefits can have relatively small differences even when a surviving spouse delays until age 70.
August 27, 2024
Social Security Claiming: The Case of the High-Earning CoupleWhile each working spouse may have their own sizable benefit, their claiming decisions should be carefully coordinated.
August 19, 2024
Social Security Claiming: The Case of a Couple's Many ChoicesIt's essential for spouses with large differences in age and earnings, for instance, to coordinate their claiming choices carefully.
August 05, 2024
Social Security Claiming: The Case of the Pension OffsetIn this case study, the wife must contend with two Social Security rules that hit some retirees with pensions.
July 16, 2024
Social Security Claiming: A Tale of Two Survivor BenefitsA woman is elegible for benefits from two deceased ex-spouses. How should she time her claims?