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TheĀ Benefits Blog

The Benefits Blog provides expert insights, updates, and strategies on Social Security and Medicare, tailored for financial professionals looking to enhance their knowledge and better serve their clients. Stay informed with the latest developments and tips to maximize benefits for your clients.

Spousal Benefits for a Wife on Disability When Husband Starts Social Security full retirement age (fra) hey marc! primary insurance amount (pia) social security disability spousal benefits Jul 03, 2019

His wife who was born 12/20/57 is getting $1100/m from SS Disability. Once Ron starts his SS at 66.8 will she be entitled to almost half of his FRA amount? Or since she is on SS disability it changes things?

When Ron starts his Social Security benefits at age 66 and 8 months, his wife, who is...

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Understanding Retroactive Survivor Benefits Before Full Retirement Age (FRA) full retirement age (fra) hey marc! program operations manual system (poms) retroactive benefits May 01, 2019

Are there any circumstances or instances in which someone can collect survivors benefits retroactively before their own FRA?  I was not aware of any, but I read something in a Social Security guide from Fisher Investments that indicated that this could happen.

Yes, there are specific...

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How Social Security Withholds Benefits for Earnings Over the Limit full retirement age (fra) hey marc! Apr 08, 2019

We have a client who is still working but thinking about beginning S.S. next year. Will be below FRA making $24,000 annually. Assuming the limit is $22,000 at that time, will SSA withhold $1,000 of her SS benefit? Mechanically how does that work? Do they withhold all at once or over the year?...

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