Does WEP Apply If A Person Receives A Non-Covered Survivor Pension?

Feb 23 2017 - 12:15pm

Client A is had no non-covered pension and is eligible for Social Security on own record. Client B (A's spouse) has non-covered pension with survivor benefit. If client B dies and client A thus begins receiving a survivor's benefit from the non-covered pension, is client A's social security now reduced for WEP?

Thanks

Hi,

The answer is no, but this Q & A forum is not intended for questions from financial professionals on behalf of their clients. Please consider signing up for our professional service on the purchase page.

Best, Jerry