fpPathfinder

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

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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

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“We are delighted with the thoroughness of each chart in simplifying the complex questions and helping lead to an answer. These are indeed a helpful asset in our toolbox for work with clients.”
— Victoria L, an advisor in Massachusetts
“With working from home most of 2020, we wanted to still catch some face time with our clients. We used the checklists and flowcharts to conduct webinars covering various topics. In fact, having the charts readily available, we were able to do many of these on a weekly basis, knowing the material was pretty much already established. We had such great feedback that we are continuing the webinars into 2021. We have many that actually look forward to our meeting times, and found being able to have the flowchart or checklist available to work on their own later was an added bonus.”
— An advisor in Texas
“The fpPathfinder information is easy to find by topic and has been helpful in prepping for client meetings.”
— An advisor in New York
“fpPathfinder is one of a few tools that I use most often in my practice. It has improved my process and the client outcomes.”
— An advisor is Texas
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“Overall, I have really enjoyed the service as it makes teaching and educating people much simpler. ”
— Michael, an advisor in California
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
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