Going into the Dalton Review program, I was afraid I would be tripped up by complicated mathematical computations involving Greek letters that I couldn't identify. But I never thought I would stumble in my area of expertise: Social Security. Wrong! It seems that too much knowledge can be a dangerous thing. I answered several questions incorrectly when confronted with sample test questions on the subject.
Capturing rollovers, satisfying income seekers in low-interest rate environment.
Claim early only if you really need to; suspend until later if you can afford it.
Older dads can trigger Social Security benefits for young children.
Older dads can trigger Social Security benefits for young children.
Ex-spouse can claim independently and is not subject to family maximum limit.
Both older nonworking wife and younger employed husband can lose benefits.
Report shows an opportunity for advisers with this expertise.
Attorney General Loretta Lynch announced Wednesday that federal marriage benefits soon will be available to same-sex couples nationwide following the Supreme Court ruling in Obergefell v. Hodges on June 26.
A new plan design and technology aims to expand access, reduce costs.
