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Can Kids and Ex-Spouses Receive Social Security Benefits?- Season 6: Episode 10

The topic of Social Security always brings with it many questions, which isn’t surprising, given the complex nature of the program. Beyond the most popular questions, though, are a few that may impact you, even if you didn’t think to ask about them.

Two of those topics are these:

Can I work and still collect a Social Security benefit?
Can my  kids, or my ex-spouse, collect a benefit based on my work record?

The answer to each of these questions is yes — if.  What are the “ifs” you need to know about?  Have a listen to this week’s episode of Managing Your Financial Future, with podcast host Johnny Dean and “Professor” Rick Plum, CFP® and find out more!

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

The information provided is based on current laws, which are subject to change at any time. Lucia Capital Group is not affiliated with or endorsed by the Social Security Administration or any government agency.

Social Security rules can be complex. For more information about Social Security benefits, visit the SSA website at www.ssa.gov, or call (800) 772-1213 to speak with an SSA representative.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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