Enter Pensions/WEP in SSPro

by | Jan 29, 2021 | Social Security Optimization

Enter pensions / WEP This screen only appears after the Household Information screen if one or both clients have “Yes” selected for pensions for earnings not covered by Social Security. Enter the information requested.Click the WEP Calculator link to use...

Interactive Grid in SSPro

by | Jan 29, 2021 | Social Security Optimization

Using the interactive grid To begin using the interactive grid, enter your clients’ monthly benefit amount at full retirement age. (The grid will appear greyed out until this information is entered, because without it there are no benefit amounts to calculate...

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