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A Quick Review of Spousal/Survivor Benefit Rules

The general issue of which benefits are available to spouses and survivors contains some fairly explicit rules, so it’s always a good idea in financial planning exercises to be sure they’re well understood. The editorial staff at offers a post on that provides an overview of several fundamental–but often misunderstood–parameters that dictate how the rules are applied in this area. Check this post out here, and if you have any questions about how the rules apply to your specific situation, know that the AMAC Foundation offers a free-to-the-public Advisory Service to help you out. Learn more about this service by clicking here.

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