Survivors benefits
A Widow’s Social Security Journey
The aftermath of losing a spouse is difficult enough, without the stress of dealing with the Social Security Administration when they learn of your spouse’s death. And Social Security does find out – if not from a survivor, they’re usually…
Social Security comes with its own rules and stipulations
Retirement planning involves coordinating your retirement savings vehicles, such as pensions, annuities, 401(k), IRAs, Thrift Savings Plans, and Social Security. Most individuals who have paid FICA taxes on their wages may qualify for Social Security benefits based on their own…
Spotlight on Widow/Widower Benefits: Understanding the Math
The recent Social Security Administration’s inspector general report highlighting the lack of correct direction provided to surviving spouses has received quite a bit of media attention over the past few weeks. With so much money on the table, it’s important that…