Social Security Strategies for Couples: Timing Decisions Worth $100,000+

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Social Security is often treated as a simple decision — pick an age and file. But for couples, it is much more than that.

In this episode, Tyler Emrick, CFP®, CFA®, explains how Social Security decisions should be coordinated between spouses and why the timing of those decisions can impact your retirement income by $100,000 or more.

With growing concerns around system changes and long-term funding, making the right decision matters more than ever.

Tyler covers:

• The three types of Social Security benefits couples need to understand
• Why the higher earner’s decision has the biggest long-term impact
• How to coordinate timing between spouses
• Key considerations like working while claiming and the earnings test

Have questions?

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