In Social Security-speak, an auxiliary benefit is one that is paid off a worker’s record to a spouse, an ex-spouse, a surviving spouse, or a dependent child.
The Office of the Inspector General has found that certain groups of people, specifically widows and children, are either not notified when they are entitled to these auxiliary benefits or given wrong information about the optimal time to claim. Our own Savvy Social Security members—once they know what to look for—have found numerous instances where clients are missing out on benefits they should be receiving. This allows them to proactively claim benefits they otherwise would not know about.
This webinar will cover the questions you should ask to help clients claim all the benefits they are entitled to. Including:
Elaine Floyd, CFP®, Horsesmouth’s Director of Retirement and Life Planning, and the author of Savvy Social Security Planning for Boomers.