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Retirement/Decumulation

Spousal Social Security Benefit Rules

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
Social Security Disability Benefit Rules
Category: Retirement/Decumulation
Social Security Benefit Rules For Divorced Spouses
Category: Retirement/Decumulation
Surviving Spouse Social Security Benefit Rules
Category: Retirement/Decumulation
Social Security Benefit Reduction Rules
Category: Retirement/Decumulation
Social Security Retirement Benefit Issues
Category: Retirement/Decumulation
Social Security Fairness Act Rules
Category: Retirement/Decumulation

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”
— Shane, an advisor
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“This has been super helpful and I am getting rave reviews in using these flowcharts and checklists”
— Christoper, an advisor in Illinois
“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”
— An advisor in Virginia
“The resources available are beneficial internally and for clients. The checklists help advisors think outside the box of their knowledge and experience covering a multitude of planning areas. The flowcharts are well laid out visuals for the clients with possible scenarios identified and clear paths to take. fpPathfinders does a nice job updating the resources regularly and communicating to their customer base as well.”
— An advisor in Minnesota
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