Remarrying After 60: The One Rule You Must Know
Confused by Social Security?
Finding love later in life is wonderful. But check your birth certificate. Remarrying before 60 forfeits survivor benefits.
The Golden Rule: Age 60
Wait until after 60 to remarry, and you keep your eligibility for survivor benefits from your deceased spouse.
Planning a wedding?
Let’s make sure your financial house is in order first.
Strategy
Waiting a few months could preserve a lifetime income stream.
About Author
Ray R. Harris
Ray R. Harris, RSSA®, partners with tax and legal professionals to provide specialized Social Security claiming analysis for high-net-worth clients aged 58–70. A former executive with an MBA and background in Finance, Ray mitigates liability for his partners by ensuring their clients optimize spousal benefits, tax efficiency, and lifetime income.
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