Expert guidance from ARPI-certified professionals — Social Security claiming strategy, Medicare enrollment, IRMAA planning, and retirement income.
Learn what to do if you face difficulties claiming spousal benefits at the Social Security office. Explore options like contacting your local Congressional office for assistance.
Read more →
Learn how to maximize Social Security benefits by filing for retirement benefits at age 62 and switching to survivor benefits at Full Retirement Age (FRA) based on an ex-spouse's record. This strategy helps maximize income for surviving divorced spouses.
Read more →
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.
Read more →
Discover how the Annual Earnings Test affects retirement, spousal, and survivor benefits, and when adjustments are made to Social Security payments.
Read more →
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.
Read more →
Learn how benefits withheld due to the Annual Earnings Test are adjusted at FRA for retirement, spousal, and survivor benefits.
Read more →