Joseph S Lucey

The Retiree's Social Security Guide Joseph S Lucey

Social Security is one of the most fundamental pieces of a retiree's income plan. Yet, there are many moving parts, from deciding when to take it to considering taxation and spousal benefits, and you only get one shot to get it right. In this first book by Joseph S. Lucey, CFP(R), those facing their own Social Security decisions have an ally who can help breakdown the big questions, questions such as: When should I file?What if I keep working?How will my benefits affect my spouse?What if I'm divorced?What if I die before I take my benefits?The Retiree's Social Security Guide uses specific examples and clear language to unpack the rules and regulations surrounding these key topics of Social Security, and many more, updated for 2019.