When It is a Bad Idea to Give Full Survivor Benefits to Your Spouse
Survivor benefits can often be the difference between a spouse having a comfortable retirement or a stressful one. So getting this one right is crucial.
But does it always make sense to leave your spouse full survivor benefits?
No. I believe that there are specific times where you and your spouse would be better off with partial survivor benefits or no survivor benefits at all.
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I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.