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Social Security Claiming Strategies for Widows and Widowers

William Reichenstein and William Meyer
The Journal of Retirement Spring 2016, 3 (4) 77-86; DOI: https://doi.org/10.3905/jor.2016.3.4.077
William Reichenstein
is the Powers Professor of Investments at Baylor University in Waco, TX, and a principal of Social Security Solution, Inc., in Overland Park, KS.
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  • For correspondence: bill_reichenstein@baylor.edu
William Meyer
is founder and CEO of Social Security Solutions, Inc., in Overland Park, KS.
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  • For correspondence: wmeyer@socialsecuritysolutions.com
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Abstract

This study presents rules governing survivor benefits and provides several cases to illustrate these rules. It then presents guidelines to help financial advisors quickly determine the best strategy for a widow or widower who is eligible for survivor benefits. The authors present separate advice for four groups of clients who differ in terms of the age of the surviving spouse. In addition, they present examples that illustrate the logic of the recommended strategies for each group of survivors. As seen in several examples, there are many times when a widow or widower should not simply take the larger of his or her own retirement benefit or his or her survivor benefits.

TOPICS: Retirement, legal/regulatory/public policy, social security

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The Journal of Retirement: 3 (4)
The Journal of Retirement
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Spring 2016
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Social Security Claiming Strategies for Widows and Widowers
William Reichenstein, William Meyer
The Journal of Retirement Apr 2016, 3 (4) 77-86; DOI: 10.3905/jor.2016.3.4.077

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Social Security Claiming Strategies for Widows and Widowers
William Reichenstein, William Meyer
The Journal of Retirement Apr 2016, 3 (4) 77-86; DOI: 10.3905/jor.2016.3.4.077
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  • Article
    • Abstract
    • FULL RETIREMENT AGES BY TYPE OF BENEFIT
    • RULES GOVERNING SURVIVOR BENEFITS
    • RECOMMENDED STRATEGIES FOR SURVIVING SPOUSES
    • SUMMARY
    • ENDNOTES
    • REFERENCES
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