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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.

Impact of Ohio SERS Lump Sum Distribution on Social Security Benefits government pension offset (gpo) hey marc! sers windfall elimination provision (wep) Sep 05, 2024

We have a client that is getting some advice from Ohio SERS regarding a lump sum distribution and its impact on her SSA benefits that I am not sure that I agree with. SERS is advising that she retire early to get the lump sum out prior to her benefit eligibility date.  They are claiming if...

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