Helping Diligent Advisors Ensure They're On The Right Planning Path
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Clients who expect to receive a Social Security retirement benefit and a government pension may see their Social Security benefit reduced due to the Windfall Elimination Provision (“WEP”).
To help make the WEP rules easier for clients to understand, 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 that might be subject to the WEP, and considers the following:
Updated for 11/15/2020