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A Quick Review of Survivor Benefits
The question of what happens to the benefit picture when a Social Security beneficiary dies often factors heavily into retirement financial planning exercises. So, it’s good to be aware of the basic rules governing benefits for survivors. A brief video presented by KFYR-TV and featuring remarks by David Wald, managing partner at Lux Wealth, covers the various rules concerning survivor benefits. Check it out here. It’s about a minute long.
After viewing the video, if you have any questions about survivor benefits, know that the AMAC Foundation offers a free-to-the-public advisor service that can help you. Visit the Foundation website for details on how to access this service.