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Article

BOOK REVIEW

Social Security Strategies: How to Optimize Retirement Benefits

Greg N. Gregoriou, William Reichenstein and William Meyer
The Journal of Wealth Management Winter 2012, 15 (3) 103-104; DOI: https://doi.org/10.3905/jwm.2012.15.3.103
Greg N. Gregoriou
is a professor of finance in the School of Business at the State University of New York, Plattsburgh, in Plattsburgh, NY. He is an EDHEC Research Associate in Nice, France and a research associate at the Caisse de dépôt et placement du Québec’s Endowed Chair in Portfolio Management based at the University of Quebec in Montreal, Canada.
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  • For correspondence: gregorg@plattsburgh.edu
William Reichenstein
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William Meyer
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Abstract

As people approach retirement age, they should ask, “What is the best strategy for claiming Social Security benefits?” That is, at what age should an individual begin to receive retirement benefits? Or at what age should a married couple begin to receive retirement benefits, and if applicable, which spouse should file for spousal benefits and when? These complex questions are nicely addressed in this gem of a book for every investor, CFA, CFP, lawyer, financial planner, and retiree. The authors demystify the technical and quantitative jargon, as well as the complex Social Security system rules.

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The Journal of Wealth Management: 15 (3)
The Journal of Wealth Management
Vol. 15, Issue 3
Winter 2012
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BOOK REVIEW
Greg N. Gregoriou, William Reichenstein, William Meyer
The Journal of Wealth Management Oct 2012, 15 (3) 103-104; DOI: 10.3905/jwm.2012.15.3.103

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BOOK REVIEW
Greg N. Gregoriou, William Reichenstein, William Meyer
The Journal of Wealth Management Oct 2012, 15 (3) 103-104; DOI: 10.3905/jwm.2012.15.3.103
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