A married client is already taking Social Security benefits. Her spouse is eligible for Social Security on his own record. He is about to attain full retirement age and wants to start taking benefits. How do I find out the benefit of restricted claim (spousal benefits while delaying own benefits)?
The issue related to incorrect survivor benefits during the year of death for a client born on 12/31 has been fixed. We thank Matt Wylie for noticing it in the Social Security Maximizer™ and bringing it to our attention.