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  1. Hi Devin, Here's a variant of Julie-Joe scenario in your excellent video. Assume that Julie and Joe are of same age. Julie's FRA(67) benefit = $1100 Joe's FRA (67) benefit = $2000 Julie files for her own benefit at age 62 and receives 70% of FRA benefit which is $770 (Joe hasn't yet filed) Joe files 5 years later when both Joe and Julie reach FRA of 67 and is entitled to receive his FRA benefit of $2000 What will be Julie's top off amount when Joe files? Will it be $230 (difference between half of $2000 and Julie's reduced benefit prior to Joe's filing)? Or will it be $0 since Julie's FRA benefit is higher than Joe's FRA benefit? Or some other number? Thanks, John
  2. Hi Devin, Here's a variant of Julie-Joe scenario in your excellent video. Assume that Julie and Joe are of same age. Julie's FRA(67) benefit = $1100 Joe's FRA (67) benefit = $2000 Julie files for her own benefit at age 62 and receives 70% of FRA benefit which is $770 (Joe hasn't yet filed) Joe files 5 years later when both Joe and Julie reach FRA of 67 and is entitled to receive his FRA benefit of $2000 What will be Julie's top off amount when Joe files? Will it be $230 (difference between half of $2000 and Julie's reduced benefit prior to Joe's filing)? Or will it be $0 since Julie's FRA benefit is higher than Joe's FRA benefit? Or some other number? Thanks, John
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