Resource Bundle:

  • Webinar Recording
  • Decision Flowcharts
  • Checklists

Resources Included:

  • Webinar recording
  • Flowchart: "Am I eligible for Social Security as a Surviving Spouse?"
  • Checklist: "What issues should I consider if my spouse passed away?"
  • Flowchart: "Should I inherit my deceased spouse's Traditional IRA?"
  • Checklist: "What issues should I consider during my divorce?"
  • Flowchart: "Am I eligible for Social Security if I have been divorced?

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