WindFall impact on a beneficiary

Submitted by Tony Pondel on Mon, 2013-08-26 18:33

I am aware of the Windfall provision and the impact on a Teacher. But here is my question….

Teacher dies and her husband now gets 60% of her monthly pension. He also has received S.S. for 8 years. Is there any impact on his SS with being the beneficiary?

Thanks.



Submitted by Alan - IRA critic on Mon, 2013-08-26 20:13

No. The WEP does not apply to survivor benefits. See http://www.ssa.gov/pubs/EN-05-10045.pdf



Submitted by Tony Pondel on Mon, 2013-08-26 20:45

Thanks.  You guys are the best!



Submitted by Harve Senter on Wed, 2013-09-04 02:32

Correct WEP does not apply. Does not GPO, Government Pension Offset, apply?  Meaning there will be a reduction in Social Security for the widow[er].



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