Survivor Benefits

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HelpWithMySocialSecurity.com is a blog intended to give you information on Social Security topics. Neither the blog, nor Jim Saulnier and Associates, LLC, are in any way approved, endorsed, or authorized by the Social Security Administration.

Jim Saulnier and Associates, LLC is a retirement planning firm that can assist you with your Social Security concerns.

Delaying Your Own Social Security Benefit While Claiming A Survivor Benefit

Chris Stein, CFP®

Oct 1
4 min

Delaying Your Own Social Security Benefit While Claiming A Survivor Benefit

A reader from Wisconsin looks for clarification on whether someone who is already claiming Social Security benefits can postpone their...

30 views0 comments

Clarification On Claiming Social Security Survivor Benefits

Chris Stein, CFP®

Sep 17
5 min

Clarification On Claiming Social Security Survivor Benefits

A reader from Delaware has a question about claiming Social Security survivor benefits. "My cousin's ex-husband was born in October 1954...

25 views0 comments

Social Security Survivor Benefit Rules and Clarification

Chris Stein, CFP®

Jul 9
2 min

Social Security Survivor Benefit Rules and Clarification

A reader asks about the timing of Social Security survivor benefits. “I am 66, and my wife is 57. I plan on waiting until age 70 to claim...

147 views0 comments

Social Security Reporting Potential Survivor Benefits

Chris Stein, CFP®

Jun 25
3 min

Social Security Reporting Potential Survivor Benefits

A reader from California asks about how Social Security reports potential survivor benefits. "I know that one huge benefit of one spouse...

236 views0 comments

RMDs, Social Security, Annuities, and Pension Survivor Benefits

Chris Stein, CFP®

Nov 13, 2020
4 min

RMDs, Social Security, Annuities, and Pension Survivor Benefits

A Florida reader wrote a while back wanting to know about his wife's potential to claim a Social Security spousal benefit based on the...

106 views0 comments

How Do I Know Which Survivor Social Security Benefits to Claim?

Chris Stein, CFP®

Sep 4, 2020
2 min

How Do I Know Which Survivor Social Security Benefits to Claim?

A reader would like to know about claiming Social Security benefits on his deceased spouse's record. "My wife passed away last year. Can...

181 views0 comments

How Remarrying Affects Survivor Benefits

Chris Stein, CFP®

Oct 4, 2019
3 min

How Remarrying Affects Survivor Benefits

This week the question is from a young widow wondering how remarrying affects Survivor Benefits from her deceased husband’s Social...

12 views

Chris Stein, CFP®

Oct 24, 2018
2 min

Claiming Survivor Benefits

Reader question: “I am 58 years old and work full time. My spouse passed away in 2016 at the age of 51. I was told that at 60 I could...

10 views

Leaving Your Social Security Benefit to Someone Else?

Chris Stein, CFP®

Jun 27, 2018
2 min

Leaving Your Social Security Benefit to Someone Else?

You’ve saved well, invested responsibly and accumulated more assets that you’ll need in your retirement. When you pass away, there will...

7 views0 comments

Chris Stein, CFP®

Jun 20, 2018
2 min

FRA for Survivor Benefits

Sometimes things that look simple and easy to understand can have a hidden “but” or two that makes them a little more confusing and...

18 views0 comments

Chris Stein, CFP®

Jun 13, 2018
3 min

Delaying Survivor Benefit

We received the following question from a reader this week: “My mother will be turning 65 this year and is trying to figure out how to...

7 views0 comments

Question on Switching from Survivor Benefits

Chris Stein, CFP®

Jan 3, 2018
1 min

Question on Switching from Survivor Benefits

The advantages to claiming survivor benefits versus your own benefits can be confusing. We recently received the following question from...

9 views0 comments

Full Retirement Age For Survivor Benefits

Chris Stein, CFP®

Oct 5, 2016
2 min

Full Retirement Age For Survivor Benefits

Sometimes things that look simple and easy to understand can have a hidden “but” or two that makes them a little more confusing and...

7 views0 comments

Chris Stein, CFP®

May 4, 2016
2 min

When Is a Quarter Not a Quarter?

Today I bring you what turns out to be a bit of a tragic story. We had a reader contact us who had been denied Survivor Benefits, even...

9 views0 comments

Chris Stein, CFP®

Dec 2, 2015
3 min

Rethinking Survivor Benefits

Surviving spouses, and ex-spouses that were married at least 10 years, are eligible to receive 100% of the amount their deceased spouse...

5 views0 comments

The $69,000 Survivor Benefit That Almost Never Happened

Chris Stein, CFP®

Jul 15, 2015
3 min

The $69,000 Survivor Benefit That Almost Never Happened

This week we describe a situation where had a person followed the recommendation they received at the Social Security office they would...

8 views0 comments

Chris Stein, CFP®

May 6, 2015
2 min

Full Retirement Age for Survivor Benefits

Sometimes things that look simple and easy to understand can have a hidden “but” or two that makes them a little more confusing and...

5 views0 comments

Leaving Your Social Security to Someone Else?

Chris Stein, CFP®

Dec 17, 2014
2 min

Leaving Your Social Security to Someone Else?

You’ve saved well, invested responsibly and accumulated more assets that you’ll need in your retirement. When you pass away, there will...

4 views0 comments

Survivor Benefits and Continuing to Work

Chris Stein, CFP®

Dec 3, 2014
2 min