Helping Diligent Advisors Ensure They're On The Right Planning Path
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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 Avoid The Social Security Windfall Elimination Provision” flowchart. It addresses some of the most common issues that arise for a client trying to understand the Windfall Elimination Provision (WEP). This flowchart considers the following:
Updated 2019