In this episode, I discuss potential Social Security Survivor Benefits available to a spouse and other family members after the loss of a loved one. Everyone’s situation is unique in that they will typically have many options when it comes to deciding how and when to apply for these benefits which could be the difference of tens if not hundreds of thousands over a lifetime.
More specifically, I discuss:
Resources:
Cameron Valadez and Planable Wealth are not affiliated with or endorsed by the U.S. Social Security Administration or any government agency. The Social Security Administration provides free Social Security forms, publications, and assistance.
The key moments in this episode are:
00:00:00 - The Importance of Social Security Survivor Benefits
00:01:35 - Prioritizing Eligibility for Survivor Benefits
00:04:08 - Eligibility Requirements and Considerations
00:06:31 - Determining the Benefit Amount
00:09:32 - Complications and Additional Eligibility
00:16:36 - Importance of Retirement Accounts
00:17:12 - Tax Considerations After Death
00:17:29 - Applying for Survivor's Benefits
00:17:56 - Financial Planning and Consultation
00:19:18 - Additional Resources and Newsletter
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