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.
I know in the NSSAĀ® class in Kansas City you said that someone could still do a Claim and Suspend (really means Restricted Application!) on a Divorced spouse. I think I had it come up recently at a SS workshop, asking if a person could do a Restricted application on a Divorced spouse.
Yes, a divorc...
We emphasize Situational Social Security in the NSSAĀ® Certificate program because all of your clients are unique. Your clients may be single, married with wide or narrow age differences, divorced, surviving spouses, eligible to file a Restricted Application, public employees, and more. Advisorsā€”youā€”...
We emphasize SITUATIONAL SOCIAL SECURITY in the NSSAĀ® Certificate program, as all your clients are UNIQUE. Your clients may beĀ single, married with wide age differences, married with narrow age differences, divorced, surviving spouses, eligible to file a Restricted Application, children, public empl...
I recently received my NSSA Advisor certificate and I have a client that has a question about social security. The client is 69 and his wife is 74. He plans to take his social security at 70. With the Restricted Application is she able to switch and file on her spouseā€™s benefits?
In this situation,...
