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The Social Security surviving spouse benefit seems easy enough to understand. But hidden in the details are small nuances that can cost you - or your loved ones - thousands of dollars in missed benefits. But If you invest the time to make sure you know the rules, you can be confident that you understand the benefits available to a surviving spouse.
Here are some shortcuts to specific areas of the video:
3:25 What spouses are eligible for survivors benefits? Current vs.former spouses. Remarriage rules. Exceptions to the length of marriage rules.
7:50 How to calculate survivors benefits
12:20 How the Widow's Limit (RIB-LIM) works
15:30 How to use filing strategies to boost benefits
📙Resources In This Video 📑
➡️SSA Handbook section of the effect of remarriage
www.ssa.gov/OP...
➡️POMS Manual on remarriage
secure.ssa.gov...
➡️SSA Handbook listing the exceptions to the 9 month length of marriage requirement
www.ssa.gov/OP...
➡️The SSA's definition of "Member of Uniformed Service"
secure.ssa.gov...
➡️POMS Manual section on child in care benefits
secure.ssa.gov...
➡️SSA Handbook section that discusses the 2 year adoption window.
www.ssa.gov/OP...
➡️SSA chart showing reductions on a monthly basis
www.ssa.gov/pl...
➡️SSA page on determining full retirement age for purposes of a survivor benefit
www.ssa.gov/pl...
➡️SSA Research paper on how the Widow's Limit (RIB-LIM) caps a benefit
www.ssa.gov/po...
➡️ SSA POMS section discussing the Widow's Limit
secure.ssa.gov...
➡️ SSA page on the "prescribed period" when disability benefits must begin for early SS
secure.ssa.gov...
➡️Documents you'll need to file for survivor benefits
www.ssa.gov/fo...
➡️My article on "Can SS be garnished?"
socialsecurity...
➡️ Get a disability benefits evaluation
devincarroll.c...
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📜 HEAR YE HEAR YE: Some of my videos contain links to third party products, apps, and services. If you click through, I may receive a small referral fee to my media company (Carroll Media Properties) through their referral program. Rest assured, I only recommend products or services that I believe will be helpful and informative to my audience.
⭐⚠️⭐Please read this⭐⚠️⭐
⚠️I am not an attorney, SSDI advocate, or affiliated with the Social Security Administration or any other entity of the US Federal Government. I am a practicing financial planner, but I’m not YOUR financial planner and since I don’t really know you, I can’t give you advice. So please don’t take this video as specific advice for your specific situation. Consult your own tax, legal and financial advisors. 🙇🙇🙇🙇🙇
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