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Filing for Benefits

  • Understanding WEP and Survivor Benefits: Clarifying Common Confusions
  • How the SSA Applies Delayed Retirement Credits (DRCs)
  • Alternate PIA Calculation (Early Death)
  • Understanding the Family Maximum Benefit (FMB) and the Combined Family Maximum Benefit (CFMB) with Examples
  • Understanding Spousal Benefits: Key Rules, Calculations, Reductions, and Special Situations
  • How to File for Social Security Benefits: A Step-by-Step Guide
  • Earnings Limits
  • Best Practices for Assisting Clients with Social Security Filings Online
  • Direct Deposit of Benefit Payments
  • Online Filing
  • Representative Payee

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