Helping Diligent Advisors Ensure They're On The Right Planning Path
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: