Chris Stein, CFP®
Accessing a Benefit Estimate as a Survivor
A reader from Ohio looks for clarity on their Social Security benefits since they are already collecting survivor benefits. "I was...
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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.
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Chris Stein, CFP®
Mar 84 min read
Social Security Survivorship & Child-In-Care Benefits
A reader from Oklahoma asks about his mother's ability to claim Social Security survivor and child-in-care benefits. "My dad just passed...
312 views0 comments
Chris Stein, CFP®
Nov 17, 20234 min read
Maximizing Social Security Survivor Benefits
A reader from the State of Washington asks about the best strategy for maximizing his wife’s Social Security survivor benefits. “I am...
325 views0 comments
Chris Stein, CFP®
Sep 8, 20235 min read
Social Security Survivor and Personal Benefits
A reader from Washington seeks clarification on claiming a Social Security survivor benefit and the timing of claiming her own benefit....
155 views0 comments
Chris Stein, CFP®
Jun 30, 20233 min read
Timing Of Social Security Spousal and Survivorship Benefits
A reader from Kansas asks a question from a client regarding Social Security and the claiming of benefits. "I have a client who asked a...
388 views0 comments
Chris Stein, CFP®
May 19, 20233 min read
Social Security Survivorship Benefit at Husbands Age 62
A reader from Pennsylvania wonders what her Social Security survivorship benefit would be if her husband claimed benefits early at age...
746 views0 comments
Chris Stein, CFP®
Mar 24, 20232 min read
Answering Social Security Survivor Benefit Questions
A reader from New York asks if claiming a spousal benefit before Full Retirement Age (FRA) reduces the survivor benefit amount and what...
207 views0 comments
Chris Stein, CFP®
Nov 4, 20223 min read
Social Security Survivor Benefits and Delayed Benefits
A reader from Kentucky wonders if he can claim a Social Security survivor benefit while delaying his own benefit to age 70. “I have two...
732 views0 comments
Chris Stein, CFP®
Jan 21, 20223 min read
How Can I Claim A Social Security Survivor Benefit?
A reader from Washington asks about claiming a Social Security survivor benefit. My wife passed away in 2010 at the age of 52. I am now...
352 views0 comments
Chris Stein, CFP®
Dec 24, 20212 min read
Social Security Survivorship Benefits and Government Pension Clarification
A reader from Massachusetts asks about survivorship benefits, his spouse’s pension and his Social Security retirement benefit. “My wife...
147 views1 comment
Chris Stein, CFP®
Sep 17, 20215 min read
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...
228 views0 comments
Chris Stein, CFP®
Jul 9, 20212 min read
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...
236 views0 comments
Chris Stein, CFP®
Jun 25, 20213 min read
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...
276 views0 comments
Chris Stein, CFP®
Nov 13, 20204 min read
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...
144 views0 comments
Chris Stein, CFP®
Sep 4, 20202 min read
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...
253 views0 comments
Chris Stein, CFP®
Oct 3, 20193 min read
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...
257 views
Chris Stein, CFP®
Oct 23, 20182 min read
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...
35 views
Chris Stein, CFP®
Jun 26, 20182 min read
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...
114 views0 comments
Chris Stein, CFP®
Jun 19, 20182 min read
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...
147 views0 comments
Chris Stein, CFP®
Jun 12, 20183 min read
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...
34 views0 comments
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