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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 moneywise.com offers a post on AOL.com 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.
This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.