Annual Earnings Test Adjustments for Retirement, Spousal, and Survivor Benefits
Discover how the Annual Earnings Test affects retirement, spousal, and survivor benefits, and when adjustments are made to Social Security payments.
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Social Security & Medicare Insights
Expert guidance from ARPI-certified professionals — Social Security claiming strategy, Medicare enrollment, IRMAA planning, and retirement income.
Handling Overpayment Due to Government Pension (WEP) Impact on Social Security
Learn how to handle Social Security overpayment caused by the Windfall Elimination Provision (WEP) due to a government pension. Explore repayment options for your client.
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Why the 2/3 GPO Offset Might Affect Your Survivor Benefits with a PERS Pension
Explore how the 2/3 GPO offset affects survivor benefits for those with a PERS pension. Learn why SSA might say no benefits are due.
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Adjustments at FRA for Benefits Withheld Due to the Annual Earnings Test
Learn how benefits withheld due to the Annual Earnings Test are adjusted at FRA for retirement, spousal, and survivor benefits.
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Can SSDI and Medicare Continue When Returning to Work?
Learn how SSDI recipients can return to work without losing benefits or Medicare coverage. Understand the trial work period, Continuing Disability Review (CDR), Extended Period of Eligibility (EPE), and the impact on Medicare for individuals with disabilities.
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Can a Widower Switch to His Own Work Record and Backdate Benefits?
Learn if a widower can switch from survivor benefits to his own work record at age 70, including the option to backdate benefits by 6 months and its impact on delayed retirement credits.
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