Survivorship Planning 101
Over the past month I’ve had several clients inquire about claiming options and strategies as it relates to survivorship benefits. Case #1 Mary age 60 recent widow, her PIA (check at Full Retirement age) is $2,000 and her deceased husbands PIA was $3,000. The folks at SSA recommended that she claim Survivorship benefits at age 60. This issue has come up numerous times over the past several years and is so wrong in so many ways! By claiming survivorship benefits now Mary will be subjected Continue reading →