Broker Check

Social Security

Do I Qualify For Social Security Disability Benefits?

Do I Qualify For Social Security Disability Benefits?

  • Impact if the client is legally blind
  • Social Security work credits required for eligibility
  • The “Recent Work Test” and “Duration of Work Test”
  • Earned income limitations
  • Impact of being a widow or a surviving divorced spouse
  • Impact of the client’s ability to perform work

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Am I Eligible For Social Security Benefits If I Have Been Divorced?

Am I Eligible For Social Security Benefits If I Have Been Divorced?

  • How the length of a marriage affects eligibility
  • Impact of multiple divorces
  • How the time since the divorce occurred affects eligibility
  • Age that benefits can be collected
  • Possible reduction in benefits if collected before Full Retirement Age
  • Impact of a remarriage

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Am I Eligible For Social Security Benefits As A Surviving Spouse?

Am I Eligible For Social Security Benefits As A Surviving Spouse?

  • Eligibility and age considerations
  • Length of marriage rules
  • Age that benefits can be collected by the survivor
  • Surviving spouse vs. surviving ex-spouse implications
  • Impact of a remarriage
  • Impact of having children
  • Impact of a disability

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Will My Social Security Benefits Be Reduced?

Will My Social Security Benefits Be Reduced?

  • Eligibility and age considerations
  • Spouse vs. ex-spouse implications
  • Impact of a remarriage
  • Impact of having children
  • Timing and amount of benefits available

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What Issues Should I Consider With My Social Security Retirement Benefits?

What Issues Should I Consider With My Social Security Retirement Benefits?

  • Determining whether they should file early or delay their benefits.
  • Understanding the claiming options they have at their disposal.
  • Coordinating their benefits with the spouse or ex-spouse.
  • Understanding how their benefits may impact other tax-planning goals.

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