NEW GUIDE: Am I Impacted by the Social Security Fairness Act? [April 2025]

The repeal of WEP and GPO under the Social Security Fairness Act of 2023 brings big changes along with client questions. With the "Am I Impacted By The Social Security Fairness Act?" flowchart, you’ll be ready with clear answers to navigate the impact on client's financial plans.

The flowchart helps you quickly assess:

✅ How benefit increases will be applied

✅ Eligibility for spousal or survivor benefits

✅ Considerations for working longer to eliminate WEP or GPO

💡 Member Best Practice:

✔️ Use it to brush up on the rules and be prepared for client questions

✔️ Share with clients as a post-meeting handout

✔️ Use in client meetings or in an email response to client questions. With a Deluxe Membership, you can add your firm branding and introduce guides into any client interaction.