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  • FRANKLIN & VOTAVA: MAXIMIZING SOCIAL SECURITY

    MAXIMIZING SOCIAL SECURITY

    Strategies for claiming Social Security can be tricky for anyone, but they are especially difficult for same sex couples. According to Social Security guru, Mary Beth Franklin anyone born on January 1, 1954 or earlier can take advantage of a strategy called filing for spousal benefits. If one spouse is collecting social security, the other can claim half of those benefits starting at age 66, let their own benefits keep growing by 8% a year and then switch to their own maximum benefits at 70. The same applies to divorced people as long as they were married for at least 10 years. Since same sex marriages were only legally recognized recently where does that leave them?

    Watch the related WEALTHTRACK episode.

  • HOUGAN: ETF WAVE

    ETF WAVE

    How did Matt Hougan identify exchange traded funds as the wave of the future long before they became a booming investment industry?

    Watch the related WEALTHTRACK episode.

  • MILLER: WORLD CLASS BIBLIOPHILE

    WORLD CLASS BIBLIOPHILE

    Legendary investor Bill Miller is known for his stock picking ability and wide ranging intellectual interests, including his long time involvement at the Santa Fe Institute, a think tank specializing in complex systems, where he is now Chairman Emeritus. Always a voracious reader, in recent years he has turned into a serious bibliophile.

    Watch the related WEALTHTRACK episode.

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