Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
Take Advantage of This Popular Social Security Claiming Strategy Before It Ends This Year February 5, 2019 by Evan H Farr, CELA, CAP Fred is 68 and collecting Social Security. His wife Lisa will be 66 in the spring and plans to retire. To maximize her Social Security, Lisa is considering filing for spousal benefits at 66 and then delaying the filing for her … [Read more...]