This website uses cookies to ensure you get the best experience on our website. By using this site, you acknowledge that the content is proprietary and copyright-protected by Social Security Professionals, LLC. We make no guarantees regarding the accuracy of the content and disclaim any responsibility for actions taken based on this information.

Announcement: National Social Security Association is under new management. Learn more here.
About Us Get Certified Training Schedule Group Training Advisor Resources Contact Us

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.

Situational Social Security: Retroactive Benefits full retirement age (fra) retroactive benefits spousal benefits Jul 14, 2021

We emphasize SITUATIONAL SOCIAL SECURITY in the NSSA® Certificate program, as all of your clients are UNIQUE. Your clients may be single, married with wide age differences, married with narrow age differences, divorced, surviving spouses, eligible to file a Restricted Application, public...

Continue Reading...
Understanding Retroactive Social Security Benefits and Why They May Not Be Offered Automatically full retirement age (fra) hey marc! retroactive benefits Aug 05, 2020

I applied for benefits in December, 2023 at age 68.  A friend turned 67 on January 23rd, 2024.  He will pull his SS shortly; however, he will receive a lump-sum payment of $15,000 for 6-months of Retroactive Benefits. (Marc – Not sure if 6 months is available as retro period...

Continue Reading...
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...

Continue Reading...

Categories

All Categories annual earnings test (aet) baby boomers benefits for minors child-in-care-benefit cola common law continuing disability review (cdr) deemed filing delayed retirement credits (drc) divorce earned income credits earning limits earnings test ex-spousal benefit extended period of eligibility (epe) family maximum federal employees retirement system (fers) fica full retirement age (fra) government pension offset (gpo) hey marc! living abroad maximizing benefits medicare military military pension missing earnings part b primary insurance amount (pia) program operations manual system (poms) public employees' retirement association (pera) restricted applications retroactive benefits sers social security applications social security benefits social security card social security credits social security disability social security disability insurance (ssdi) spousal benefit boost spousal benefits surviving divorced spouse benefit surviving spouse survivor benefit suspend benefits teacher retirement system (tra) va va disability veteranā€™s benefits widow benefit widower benefit windfall elimination provision (wep)