facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Am I Eligible for Social Security Benefits as a Surviving Spouse?

Social Security survivor benefits present an important source of income for many retirees. But, there are several important and unique issues that must be considered for anyone that has recently lost their spouse or ex-spouse, before filing a claim to collect Social Security benefits.

To help make the analysis easier, we have created the “Am I Eligible For Social Security Benefits As A Surviving Spouse?” flowchart. It addresses many common Social Security issues that arise for clients who have recently lost their spouse or ex-spouse, including:

  • Eligibility and age considerations
  • Length of marriage rules
  • Age that benefits can be collected by the survivor
  • Surviving spouse vs. surviving ex-spouse implications
  • Impact of a remarriage
  • Impact of having children
  • Impact of a disability

Download Here

(No Email Required)

What worked for you before retirement may not work during retirement.

Are you prepared?

    We respect your privacy. Unsubscribe at any time.