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Will I Avoid The Social Security Windfall Elimination Provision?

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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:

  • Impact of hiring date
  • Pensions that trigger the WEP
  • Substantial earnings test
  • Importance of age 62
  • WEP calculation

 

Updated for 11/15/2020

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