Retirement tax questions


@Jparker33 wrote:

This gentlemen's post captures precisely my ex-wife's situation and plan, which gets more money out of the program that she could have received on her own record.  Is that the intention of the program?  To "level" the benefits across workers of disparate incomes?


The rules changed for persons who turned 62 after 2016.  People in that situation (age 67 or less today) can't file for spousal benefit and then switch to their own.

https://www.ssa.gov/benefits/retirement/planner/claiming.html

 

My previous comment was based on the old rules.