Although the restricted application is a very valuable tool to use in your Social Security claiming strategy, it needs to be implemented strategically to optimize the results.

Replace a “restricted” Social Security card with an “unrestricted” one, if the applicant qualifies. Receive a card with an updated name if the non-U.S. citizen’s legal name has been changed.

Q: The recent changes to Social Security have altered my retirement strategy. I am eligible for restricted application; I was born in 1952. But I am confused about how to maximize my wife’s and ...

The restricted application applies to persons born before Jan. 2, 1954. The reason for the January 2 cutoff is that Social Security considers your birth month to be on the day prior to your actual ...

Under the new law, Mark Orr, a certified financial planner and author of Social Security Income Planning: The Baby Boomer's Guide to Maximize Your Retirement Benefits, says anyone age 62 or older ...

Home; Retirement; Social Security; Restricted Application Social Security Strategy Is on Its Way Out. If you're a boomer turning 66 in 2019, you should take advantage of this claiming strategy to ...

Because you were was born before Jan. 1, 1954, you are eligible to file a restricted application for Social Security benefits, says Bruce Tannahill, director of estate and business planning at ...

A "restricted application" for Social Security benefits can be a smart move. TODAY's financial editor Jean Chatzky explains. Stay Cool, Calm and Sand-Free at the Beach With These Bestsellers, From $6.

A reader wonders if he qualifies for a restricted application as well as an increased benefit from claiming Social Security under his ex-wife's earnings record. I live in Costa Rica. I’m 68 ...