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There are lots of important numbers that advisors need to keep in mind. In some cases, those numbers are annual limits and change each year. Other times, the figures do not change, like the tables to calculate an RMD, but…

Clients who are receiving a government pension and a Social Security spousal, widow or widower’s benefit based on their spouse or ex-spouse’s work history may be impacted by the Government Pension Offset. To help make the conversation with clients easier,…

Clients who expect to receive a Social Security benefit and a government pension may see their Social Security benefit reduced due to the Windfall Elimination Provision. To help make the conversation with clients easier, we have created the “Will I…

Disability benefits under Social Security can be very complicated to understand. There are numerous stringent requirements that must be satisfied before Social Security will even formally review an applicant’s disability. To help make this easier, we have created the “Do…

Social Security benefits for a divorced individual can be confusing. There are several important and unique Social Security issues that must be addressed before any divorced individual begins to collect Social Security. To help make it easier, we have created…

Social Security spousal benefits present an important source of income for many of your clients. But there are several important and unique Social Security issues that must be addressed for any client that has recently lost their spouse. To help…

Under Social Security, spousal benefits present an important source of income for many of your clients. But there several important issues that must be addressed. To help make it easier, we have created the “Am I Eligible for Social Security…

Social Security is one of the more complicated decisions that a client must consider. There are a multitude of rules that can have a significant impact on the amount your client will receive each month. To help make it easier,…

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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.'”

— Ben G, an advisor in Wisconsin

Important Numbers

Will I Avoid Social Security’s Government Pension Offset?

Will I Avoid The Social Security Windfall Elimination Provision?

Do I Qualify For Social Security Disability Benefits?

Am I Eligible for Social Security Benefits as a Divorced Individual?

Am I Eligible for Social Security Benefits as a Surviving Spouse?

Am I Eligible for Social Security Benefits as a Spouse?

Will My Social Security Benefit Be Reduced?

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