Planning for Retirement: Understanding Social Security Claiming Options

Deciding when to claim Social Security benefits is a challenging financial decision that requires an assessment of your life expectancy, ability to work, health care needs, spousal situation and financial solvency. The complexity of the Social Security system can be overwhelming. The Sept, 2012 brief and audio file explore a few of the financial issues involved in deciding when to take Social Security benefits.

Issue Brief

Planning for RetirementĀ Understanding Social Security Claiming Options

mp3 file*

Planning for Retirement: Understanding Social Security Claiming Options

(Sept 17, 2012)

New Resource

Based on “The Social Security Claiming Guide” this research-based
publication walks through the choices families have to receive Social
Security retirement benefits.

 

Presentation

Use the attached slides for your own
teaching.

SSA Claiming Guide Presentation

(May, 2013)

*Listen now or download the audio file to an mp3 player for later listening by following the steps on this tip sheet: Adding Podcasts to iPods

See also the 2010 Brief in this series with basic background on Social Security.