The Investment Scientist

Posts Tagged ‘survivor benefit

Is this your retirement fund?

A client of mine is about to retire, and she asked me when she should start to receive social security payments.

Complicating her decision is that her husband passed away 10 year ago, and she is currently working for the federal government.

It quickly dawned on me that this is actually a very complicated question, one that this advisor, most of whose clients are doctors and business people in their 40s and 50s, is not well-equipped to answer.

You can imagine my delight when I found out on a flight that the foremost social security expert of the country, Mary Beth Franklin, was sitting right next to me.

She is a former senior editor of Kiplinger. After she retired from the job, she became a contributing editor of InvestmentNews, a magazine for financial advisors.

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Author

Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm based in Washington, DC.

Twitter: @mzhuang

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