If you and your spouse have a nice amount of money saved up, then you may decide that you'll each claim Social Security as ...

Qualifying for Social Security benefits in retirement generally goes something like this: Work and pay taxes on your income.

This little-known restricted application rule can significantly boost retirement income for surviving spouses.

Social Security offers risk-free passive income for retirees. Delaying benefits, coordinating with a spouse, and minimizing ...

Investopedia spoke with Isabel Barrow at Edelman Financial Engines to discuss the changes the new Social Security Fairness ...

Claiming Social Security at 62 is popular strategy because it gives recipients the most checks. At the same time, it reduces ...

On January 5, 2025, the Social Security Fairness Act was signed into law, marking a major reform for public sector workers, ...

Some people who worked in both public and private jobs in their lifetimes have their Social Security benefits reduced because ...

At full retirement age, you'll be eligible for 100% of the monthly Social Security benefit your deceased spouse was entitled ...

Waiting makes sense if you are the higher-earning spouse — but if you're claiming spousal benefits, waiting may not be the right approach.

The study highlights the profound mental health toll of spousal loss, showing a sharp rise in medication use among survivors, ...

Sterling Wealth Management's Sharon Allen and Daly Andersson answer Jana Wiersema's questions about the impact of the new ...