We are excited to make available two additional flowcharts to our Essentials and Deluxe members. This brings the total number of flowcharts up to 29!
Will I Avoid The Social Security Windfall Elimination Provision? 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 (WEP). This flowchart covers the questions to ask a client to determine if they are subject to the WEP.
Will I Avoid Social Security’s Government Pension Offset? 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 (GPO). This flowchart covers the questions to ask a client to determine if they are subject to the GPO.
What do you think of these two new flowcharts? Are there any decision points that should be added? Send me an email directly with any ideas or feedback.
White Labeling Is UPDATED!
Last year, we announced the launch of our Deluxe membership, which includes white labeling and digital rights to share the flowcharts online. And recently, we made some improvements to the white label functionality as a result of member feedback. We’ve even made one of the flowcharts available for you to try the new white label functionality yourself.