Social Security
FinPlan Friday: Including Social Security Widow(er) Benefits in Your Retirement Income Planning
Social Security Survivor Benefits Someone who was married to an individual covered under the Social Security system and is now deceased has a few options not available to living spouses or other people in the Social Security system. They can either claim their retirement benefit, or take a widow benefit. They can even take one and then switch over to the other later. It's critical to be aware of the unique rules surrounding Social Security widow(er) benefits to help your clients avoid costly claiming mistakes.
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