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Articles by Rodgers & Associates’ Advisers

From Roth IRAs and tax planning to medicare and market reflections, Rodgers & Associates has over twenty five years experience navigating financial planning and wealth management. Each of our Financial Planners have various insights into how to plan and prepare for a thriving retirement lifestyle.

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What’s the Difference Between Spousal and Survivor Social Security Benefits?

Brittany Luttrell

When it comes to financial planning for retirement, under­standing the distinction between Social Security spousal benefits and survivor benefits is critical. Eligi­bility rules, timing, and benefit amounts vary signif­i­cantly between the two, and knowing how each works can help you make the most informed decisions for your future.