Subscribe

For survivor benefits, timing is everything under new Social Security rules

The Social Security Administration's file-and-suspend guidance injects some confusion regarding the choice between survivor and retirement benefits.

Ever since President Barack Obama signed the Bipartisan Budget Act of 2015 which eliminates two key Social Security claiming strategies for future retirees, I have received numerous questions from readers worried that the current choice of collecting retirement benefits or survivor benefits would di

Subscribe or log in to read the rest of this content.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Social Security in 2024 and beyond

Benefits will be higher next year, but long-term financial concerns persist.

Social Security do-overs and lump sums 

People who claimed Social Security early and now regret it have two opportunities to reverse that decision.

Social Security rules on kids’ benefits

Caregiving parents may receive benefits regardless of their age.

Social Security’s crucial role shadowed by new doubts

Crisis of confidence in the program is prompting many to claim benefits early.

Getting Medicare premiums refunded after death

Survivors can apply for a refund of the deceased person's unused premiums.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print