Under Social Security, spousal benefits present an important source of income for many of your clients. But there several important issues that must be addressed.

To help make it easier, we have created the “Am I Eligible for Social Security Benefits as a Spouse?” flowchart. It answers the question by looking at these common issues:

• Eligibility considerations
• Married vs divorced vs surviving spouse implications
• Impact of a remarriage
• Impact of having children

CLICK THE FLOWCHART BELOW TO DOWNLOAD YOUR COPY:

Please let us know if you have any questions about your eligibility or retirement income planning. We are here to help!

This information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.