On todays show, Marc and Jim review a handful of situations single folks are encountering as they consider retirement strategies.

Welcome to Situational Social Security, where we review situations that are unique to clients, and learn about how advisors are using Social Security knowledge in their practice.  Whether you specialize in Social Security already, or are interested in learning more, Situational Social Security is THE PLACE FOR YOU!!  For more details about our certificate program, or if you would like to be a guest on our show, please visit our website premierNSSA.com and leave us a message on the contact page.

2:25 - Maureen heard there was a strategy that would allow her to file and suspend her benefits, allowing her to build a cash reserve that she could take at any time.  She was disappointed that her financial advisor did not tell her about this strategy.  Is someone leading her on?

7:30 - Cindi has a young child who is 10, and did not know when the best time would be to take benefits.  Considering children can receive benefits, are there any special considerations to take into account before filing? 

Can Jim predict congressional proposals to change Social Security?

14:54 - Alice decided to take her benefits at full retirement age, as her mom passed away from cancer in her late 70's.  Considering her family has had health issues in the past, she is wondering if she should have taken benefits earlier.

17:08 - Marc is single, and 64 and 5 months, when should he take his benefit? 

21:03 - Sam is currently single and has an ex-spouse who he was married to over 10 years.  He still has a good relationship with his ex, and would like to maximize the survivor benefit for his ex-spouse.  What are his options to maximize this benefit?

22:42 - Samantha wants to collect benefits prior to turning full retirement age, but is still earning income.  In this situation, how will she be able to determine any effects to her benefit?

25:17 - Sid divorced Alex 3 years ago.  Alex is not taking any benefits currently.  Since Sid was born by 1/1/54, he has the option to file for a Restricted Application.  Lets walk through how he can take advantage of this strategy. 

Tune in to find out!

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