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Retirement / Decumulation

Am I Eligible for Social Security Benefits As A Spouse?

Under Social Security, spousal benefits present an important source of income for many of your clients. But, there are several important factors and issues that must be considered. Determinations regarding available benefits and timing can be difficult.

To help make the analysis easier, we have created the “Am I Eligible For Social Security Benefits As A Spouse?” flowchart. It answers the question by looking at these common issues:

  • Eligibility and age considerations
  • Spouse vs. ex-spouse implications
  • Impact of a remarriage
  • Impact of having children
  • Timing and amount of benefits available
Related Guides
Do I Qualify For Social Security Disability Benefits?
Category: Retirement / Decumulation
Am I Eligible For Social Security Benefits If I Have Been Divorced?
Category: General, Retirement / Decumulation, Life Events
Am I Eligible For Social Security Benefits As A Surviving Spouse?
Category: Retirement / Decumulation
Will My Social Security Benefits Be Reduced?
Category: Retirement / Decumulation, General
What Issues Should I Consider With My Social Security Retirement Benefits?
Category: Retirement / Decumulation, General, Life Events

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“I just met with a client who had a question regarding her eligibility for Social Security benefits. We went through the flowcharts answering each question and following the lines. She looked at me and said 'This is great, it was so much easier to use this than trying to go through all the literature that Social Security offers. Thank you so much.'”
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