Video - Spousal Social Security Benefits

Video - Spousal Social Security Benefits

Spousal Social Security Benefits

One of the biggest and most common mistakes that people make in retirement is taking their Social Security benefits too soon. We hear plenty of objections to holding off on Social Security, but for most people it’s the right choice for a more secure retirement. Additionally, many couples do not take into consideration that wives outlive husbands by about 7 years on average. Making the wrong choice today, could impact your spouse for years after your own death.

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James Lange, CPA

Jim is a nationally-recognized tax, retirement and estate planning CPA with a thriving registered investment advisory practice in Pittsburgh, Pennsylvania.  He is the President and Founder of The Roth IRA Institute™ and the bestselling author of Retire Secure! Pay Taxes Later (first and second editions) and The Roth Revolution: Pay Taxes Once and Never Again.  He offers well-researched, time-tested recommendations focusing on the unique needs of individuals with appreciable assets in their IRAs and 401(k) plans.  His plans include tax-savvy advice, and intricate beneficiary designations for IRAs and other retirement plans.  Jim's advice and recommendations have received national attention from syndicated columnist Jane Bryant Quinn, his recommendations frequently appear in The Wall Street Journal, and his articles have been published in Financial Planning, Kiplinger's Retirement Reports and The Tax Adviser (AICPA).  Both of Jim’s books have been acclaimed by over 60 industry experts including Charles Schwab, Roger Ibbotson, Natalie Choate, Ed Slott, and Bob Keebler.

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