Widowed Before Retirement: Social Security Benefit Claiming Strategies

Journal of Financial Planning (2010)

9 Pages Posted: 18 Feb 2021

See all articles by Amy N. Shuart

Amy N. Shuart

affiliation not provided to SSRN

David Weaver

Catholic University of America (CUA), Lecturer (Economics)

Kevin Whitman

U.S. Social Security Administration

Date Written: April 01, 2010

Abstract

Financial planners should be aware of Social Security program rules unique to widows approaching retirement.This paper examines these rules and their implications for benefit claiming strategies, complementing recent studies on Social Security claiming decisions.

Keywords: Social Security, widows, retirement, benefit claiming

JEL Classification: H55, G00, J08

Suggested Citation

Shuart, Amy N. and Weaver, David and Whitman, Kevin, Widowed Before Retirement: Social Security Benefit Claiming Strategies (April 01, 2010). Journal of Financial Planning (2010), Available at SSRN: https://ssrn.com/abstract=3787688

Amy N. Shuart

affiliation not provided to SSRN

David Weaver (Contact Author)

Catholic University of America (CUA), Lecturer (Economics) ( email )

United States

Kevin Whitman

U.S. Social Security Administration ( email )

Washington, DC 20254
United States

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