Covisum Resources for Financial Advisors

Potential Social Security Claiming Strategies for Couples

Written by Lauren Laferla, Director of Communications | Mar 12, 2021 5:40:30 PM

Most married couples want to manage their Social Security benefits in a way that maximizes their own financial stability. How should advisors help married couples manage their Social Security benefits? Here are some recommendations that typically generate the most value from these benefits.