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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.

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

We emphasize SITUATIONAL SOCIAL SECURITY in the NSSAĀ® Certificate program, as all of 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, public employees, ...

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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.Ā  A friend turned 67 on January 23rd, 2024.Ā  He will pull his SS shortly; however, he will receive a lump-sum payment of $15,000 for 6-months of Retroactive Benefits. (Marc ā€“ Not sure if 6 months is available as retro period cannot precede FRA.)Ā  My...

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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?Ā  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 circumstances ...

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