Social Security Retirement Benefits: The Mini-Series
INTRODUCTION In my last article, I provided an overview of the calculations behind taking benefits early or delaying benefits. In this installment, we were going to meet Pat and Val, a married couple with gender-neutral names, and review some of the simple and complex Social Security planning strategies available to them. Unfortunately, I have been fighting a headache for a several days and I cannot get by head around that topic just now. Instead I will fast forward to the…