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
[ Ссылка ]

➡️POMS Manual on remarriage
[ Ссылка ]

➡️SSA Handbook listing the exceptions to the 9 month length of marriage requirement
[ Ссылка ]

➡️The SSA's definition of "Member of Uniformed Service"
[ Ссылка ]

➡️POMS Manual section on child in care benefits
[ Ссылка ]

➡️SSA Handbook section that discusses the 2 year adoption window.
[ Ссылка ]

➡️SSA chart showing reductions on a monthly basis
[ Ссылка ]

➡️SSA page on determining full retirement age for purposes of a survivor benefit
[ Ссылка ]

➡️SSA Research paper on how the Widow's Limit (RIB-LIM) caps a benefit
[ Ссылка ]

➡️ SSA POMS section discussing the Widow's Limit
[ Ссылка ]

➡️ SSA page on the "prescribed period" when disability benefits must begin for early SS
[ Ссылка ]

➡️Documents you'll need to file for survivor benefits
[ Ссылка ]

➡️My article on "Can SS be garnished?"
[ Ссылка ]

➡️ Get a disability benefits evaluation
[ Ссылка ]


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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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