Free Republic
Browse · Search
General/Chat
Topics · Post Article

Skip to comments.

What Happens to Your Social Security Benefit When Your Spouse Dies?
The Motley Fool ^ | Trevor Jennewine

Posted on 03/10/2024 6:53:46 AM PDT by where's_the_Outrage?

Social Security benefits are the major source of income for most people over age 65, according to the Social Security Administration. That means living standards in later life can depend heavily on how well retired workers and spouses understand the program.

Unfortunately, misunderstandings are all too common. A recent survey from Nationwide Retirement Institute found that 44% of adults were unaware that, upon the death of a spouse, the surviving spouse would inherit the bigger Social Security benefit.

Social Security old-age and survivor benefits is a broad term that includes two subcategories: retired-worker benefits, and benefits for spouses and other family members. They share certain things in common. For instance, eligibility begins at age 62 in both cases. But there are important differences married couples should understand.........

When a married person dies while receiving Social Security retirement benefits, the surviving spouse is eligible for survivors benefits if he or she satisfies certain conditions. The most common qualifications are as follows:

The surviving spouse must be at least 60 years old (or 50 years old with a disability).

The surviving spouse must not remarry before age 60 (or age 50 with a disability).

The Social Security Administration must be notified when a beneficiary dies. In most cases, the funeral home will handle the reporting, but the surviving spouse can also report the event by contacting the local Social Security office. Once that's done, the surviving spouse can begin receiving a survivors benefit in place of his or her current benefit.

(Excerpt) Read more at msn.com ...


TOPICS: Business/Economy; Chit/Chat; Society
KEYWORDS: deathbenefits; ponzi; ponzischeme; scheme; socialsecurity; spousebenefits; ssbenefits
Navigation: use the links below to view more comments.
first previous 1-2021-4041-45 next last
To: Hyman Roth
Social Security is the biggest Ponzi scheme on the face of the earth

Your point being?...

21 posted on 03/10/2024 9:23:24 AM PDT by Ol' Dan Tucker (For 'tis the sport to have the engineer hoist with his own petard., -- Hamlet, Act 3, Scene 4)
[ Post Reply | Private Reply | To 5 | View Replies]

To: pawpawrick
So she gets my benefits and loses hers when I pass away?

my husband worked until he was 70 so his SS was larger than mine since I took early retirement to care for him. When he died, my SS was increased to what he would have received. So my SS check was larger, but the family income went down, since it was only one check not two.

22 posted on 03/10/2024 9:29:20 AM PDT by LadyDoc (liberals only love politically correct poor people)
[ Post Reply | Private Reply | To 20 | View Replies]

To: telescope115

Everything one pays into social security gets converted into an IOU. Your money goes into the general fund.


23 posted on 03/10/2024 9:41:42 AM PDT by Bonemaker (invictus maneo)
[ Post Reply | Private Reply | To 15 | View Replies]

To: Chainmail

Life insurance will give her more benefits than Social Security, ever would


24 posted on 03/10/2024 10:00:57 AM PDT by tinamina (Remember when Biden said “we have developed the most sophisticated voting fraud system ever”? )
[ Post Reply | Private Reply | To 4 | View Replies]

To: napscoordinator

“ always am mystified by those who say, “I want what I put in.” lol.”

Especially with Medicare. What you put in will last 3 days in the ICU.


25 posted on 03/10/2024 10:04:16 AM PDT by Jim Noble (Assez de mensonges et de phrases)
[ Post Reply | Private Reply | To 6 | View Replies]

To: Dr. Sivana

That is what happen when my dad died when he was 55. Seven kids, 4 under 18. She got his SS and continue to until her death at the age of 75. The SS card had a capital D in front of his SS#.


26 posted on 03/10/2024 10:14:24 AM PDT by mware
[ Post Reply | Private Reply | To 3 | View Replies]

To: where's_the_Outrage?
On the plus side that means I'm worth more to her alive than dead.

That is a major plus. :)

OTOH you should, especially if you have children, get a term life policy to cover that time.

At least enough to pay the house off.

27 posted on 03/10/2024 10:21:03 AM PDT by Harmless Teddy Bear ( Roses are red, Violets are blue, I love being on the government watch list, along with all of you.)
[ Post Reply | Private Reply | To 1 | View Replies]

To: pawpawrick
My wife and I are in our mid 70s and have been married 30 years. my SS benefit is higher than hers. So she gets my benefits and loses hers when I pass away?

She can choose to keep hers, or draw on yours. Math says she would go with yours.

28 posted on 03/10/2024 10:35:40 AM PDT by gloryblaze
[ Post Reply | Private Reply | To 20 | View Replies]

To: tinamina
Life insurance will give her more benefits than Social Security, ever would

Absolutely. This needs to be shouted from the rooftops endlessly. And no tax implications, either.

29 posted on 03/10/2024 10:37:38 AM PDT by gloryblaze
[ Post Reply | Private Reply | To 24 | View Replies]

To: tinamina
"Life insurance will give her more benefits than Social Security, ever would"

Normally, yes - but life insurance premiums greatly increase as we get older, to the point that it becomes unaffordable. I have been very disciplined in saving and investing, so there is a good stash of money to help her in her future.

I have also paid off my mortgage and built a very solid will for her and our kids.

30 posted on 03/10/2024 11:26:49 AM PDT by Chainmail (How do I feel about ignorance and apathy? I don't know and I don't care.)
[ Post Reply | Private Reply | To 24 | View Replies]

To: Harmless Teddy Bear

If I die before she turns 62 (over a decade away) the income will about be cut in half. But it is still more than enough to live comfortably, and we’re debt free. Plus our minor daughter is getting SS for at least 7 more years. The wife can sell the house and move back to Thailand to live like a queen.


31 posted on 03/10/2024 12:39:17 PM PDT by where's_the_Outrage? (Drain the Swamp. Build the Wall.)
[ Post Reply | Private Reply | To 27 | View Replies]

To: Dr. Sivana

She has to have had a baby at 44 or older to maintain social security payments without a break. Otherwise payments to her will end when the child turns 16 and resume when she turns 60. The child may continue receiving payments to 18 or 19 years of age.


32 posted on 03/10/2024 12:49:37 PM PDT by Eepsy
[ Post Reply | Private Reply | To 3 | View Replies]

To: where's_the_Outrage?
Sounds like you have everything under control.
33 posted on 03/10/2024 12:49:39 PM PDT by Harmless Teddy Bear ( Roses are red, Violets are blue, I love being on the government watch list, along with all of you.)
[ Post Reply | Private Reply | To 31 | View Replies]

To: Dr. Sivana; Chainmail

My wife, also, is considerably younger than me...
She is almost 86... We were married in 1960...
She gets a very small SS payment now, since she never had to work, since high school...

We firmly believed that a wife’s job was to supervise the home and raise children...

IAC, we do not depend on SS to live on, since we have an ample retirement package from my employment...


34 posted on 03/10/2024 12:56:09 PM PDT by SuperLuminal (Where is the next Sam Adams when we so desperately need him)
[ Post Reply | Private Reply | To 3 | View Replies]

To: Bobbyvotes

yeah I understood my wife who gets 300 a month would get my 1400 if I die first. Widows benefit.


35 posted on 03/10/2024 1:49:26 PM PDT by coalminersson (since )
[ Post Reply | Private Reply | To 2 | View Replies]

To: coalminersson

https://www.aarp.org/retirement/social-security/questions-answers/social-security-spouse-dies.html?cmp=KNC-DSO-SAPLA-SavingsPlanning-SocialSecurityQuestions-NonBrand-Exact-40625-GOOG-SOCSEC-SurvivorBenefits-Exact-NonBrand&gad_source=1&gclid=CjwKCAiA0bWvBhBjEiwAtEsoW3ROSgmDtHq8wCEbBlvTujjk_8VLWwY7SPaCsSqOmYv4h8DYGvTRYRoCku4QAvD_BwE&gclsrc=aw.ds


36 posted on 03/10/2024 1:53:33 PM PDT by coalminersson (since )
[ Post Reply | Private Reply | To 35 | View Replies]

To: where's_the_Outrage?

My GF, not married yet, is disabled and 61. I am afraid to marry her, because I am unsure what happens after I pass first. I think if she passes first and we are married, I am responsible for her debts. I am debt free, and make more as I am 70 years old and fully eligible. Anyone know what is the most advantageous for us both?


37 posted on 03/10/2024 5:32:29 PM PDT by Glad2bnuts (“And how we burned in the camps later, thinking: We should have set up ambushes...paraphrased)
[ Post Reply | Private Reply | To 1 | View Replies]

To: damper99

I believe you are correct.


38 posted on 03/10/2024 5:40:14 PM PDT by bankwalker (Repeal the 19th ...)
[ Post Reply | Private Reply | To 18 | View Replies]

To: gloryblaze

Why shout something from the rooftops which is blatantly stupid?!?

There are too many variables on the table to determine its truthfulness.

Are we talking about a $30K policy? Then it is not even close. Even a $1Million policy would not suffice for some. Most people do not buy multimillion dollar policies.


39 posted on 03/10/2024 6:52:04 PM PDT by the_Watchman
[ Post Reply | Private Reply | To 29 | View Replies]

To: pawpawrick

That’s how it was when my dad died at 86. Mom lost her small benefit and began to get Dad’s larger one.


40 posted on 03/10/2024 7:29:36 PM PDT by MayflowerMadam (Fraud vitiates everything." - SCOTUS)
[ Post Reply | Private Reply | To 20 | View Replies]


Navigation: use the links below to view more comments.
first previous 1-2021-4041-45 next last

Disclaimer: Opinions posted on Free Republic are those of the individual posters and do not necessarily represent the opinion of Free Republic or its management. All materials posted herein are protected by copyright law and the exemption for fair use of copyrighted works.

Free Republic
Browse · Search
General/Chat
Topics · Post Article

FreeRepublic, LLC, PO BOX 9771, FRESNO, CA 93794
FreeRepublic.com is powered by software copyright 2000-2008 John Robinson