Many people nearing retirement are unsure how recent rule changes might affect what they can receive.

What happens when long-standing limits disappear, and families finally gain access to benefits they were denied for years?

In this special replay, we revisit one of our most crucial and widely discussed episodes of the year: the one focusing on the Social Security Fairness Act.

I walk through the details of the Social Security Fairness Act and highlight its significant impact, especially on survivor and spousal benefits for women across the country. I explain how removing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) could open new income opportunities. Additionally, I discuss what these potential changes mean for teachers and public sector workers, and the immediate steps listeners should consider taking now.

Key takeaways:

• How eliminating WEP and GPO shifts eligibility for many women previously reduced or blocked from benefits
• Why survivor and spousal payments may now be available even if pensions once prevented them
• How timing, age, and filing strategies still influence benefit amounts
• Action steps for reviewing statements, applying promptly, and preparing for retroactive payments
• Why staying informed is essential as Social Security adjusts to this major policy change
• And more!

Resources:

• Get Your FREE Simply Retirement Roadmap 
• Visit SSA.gov: To check Social Security statements and eligibility
• #14 – Top 5 Things Every Woman Should Know About Social Security
• #24 – Understanding Spousal (and Ex-Spousal) Social Security Benefits
• #32 – The Essentials of Social Security: An Insider’s Insights to Help You Plan with Confidence
• #37 – Top 5 Questions on Social Security Survivor Benefits

Connect with Eric Blake: 

• www.TheSimplyRetirementPodcast.com
• Join the Simply Retirement Newsletter
• Ask a Question or Suggest a Topic for the Podcast
• Blake Wealth Management
• YouTube 

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