The Benefits Blog

Hope all is well. I have a case that I’m working on right now where I’m trying to estimate a clients social security benefit. Could you possibly help point me in the right direction. Here’s info about the client

• She just turned age 65 and is divorced (divorce happened more than 2 years ago) and...

If Roger (born 09/01/1950) has a non-covered pension and drawing less in SS because of WEP , does that affect Ann’s SS? I am thinking Ann (born 08/07/1956) should take hers at FRA which is 66 & 4 months and would receive 50% of Roger’s unadjusted SS. Do you agree?  And what date should she use when ...

We have a client couple who lived in Canada for several years and then moved to the US and have been living here for the last 10 years. The wife is a Canadian citizen with Canadian work history and Canadian Social Security benefits. She is working in the US and plans to work to get a 10-year work hi...

I believe that I am WAY overthinking this, but I have a situation where a client (John) is collecting a government pension of $90k/annual – no SS benefits, a government job his whole life.  Hi spouse (Jane) worked and is collecting SS of $2,300/month. There is a survivor benefit payout of 60% for th...

Do you have knowledge or experience in dealing with someone who is a citizen of multiple countries (in my client’s case USA, Switzerland, and Italy) that can collect both US Social Security as well as Swiss Social Security? I have documentation for both and am trying to think through the details. Na...

I have a client who hasn’t reached the 40 credits yet with his US SSA. He is also eligible for an Australian SSA benefit as well. I read through the SSA Australian agreement answered some questions but was wondering if he collects the US SSA and an Australian government benefit is there some interna...