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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.

Widow Benefits: Timing Your Claim for Maximum Benefits deemed filing full retirement age (fra) hey marc! surviving spouse widow benefit Sep 13, 2024

I have a client that we are working with who has questions about her widow benefit. The husband passed away, and the wife is age 58 and is eligible to receive a widowā€™s benefit at age 60. Her FRA is 67. I looked back on the NSSA training and found that deemed filing does NOT apply. Doesnā€™t this mean...

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Situational Social Security: Spousal Benefits full retirement age (fra) restricted applications spousal benefits surviving spouse May 06, 2022

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...

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Marriage Certificate Requirements for Social Security Survivor Benefits hey marc! spousal benefits surviving spouse Sep 16, 2021

Do you know if Social Security requires when a spouse dies that the surviving spouse has to present a marriage certificate to SS to receive survivor benefits?

If the spouse had received any benefits from the deceased individuals record prior to his death a marriage certificate is not needed.Ā  If sh...

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