Ask Larry

Is There A Good Reference For Learning The Nuances Of Filing Strategies For A Married Couple?

Is there a good reference for learning the nuances to filing and learning the strategies for filing for social security for a married couple? I’m retired and have continued working as a contractor (I’m currently a few months beyond my FRA) and my wife works full time (she just turned 61) and plans to continue working FT for another 2 - 3 years.

Hi. Yes. Larry's book 'Get What's Yours: The Secrets to Maxing Out Your Social Security (Revised Edition)" is a great source of information on strategies to use when filing for Social Security benefits. You and your spouse should also strongly consider using our software (https://maximizemysocialsecurity.com/purchase) to fully compare and analyze all of your various options so that you can determine your best filing strategy for maximizing your benefits. The software is specifically designed to analyze and compare all of the numerous variables involved in determining optimal filing strategies for couples and individuals alike.

Best, Jerry

Posted: 
Mar 26 2023 - 11:30am
MaxiFi software running on a laptop
Get What's Yours!
Discover tens of thousands in extra retirement dollars with Maximize My Social Security software!
  • Find your maximized strategy
  • Unlimited what-ifs
  • Step-by-Step filing instructions
  • Our software's lifetime-benefit increase for an illustrative couple earning $65K each and planning to take retirement benefits at 62.

    Results will differ based on your specific case and filing strategy.

Getting Started is Easy
Web-based software. Works on ALL browsers. No download.