Surviving spouse social security benefit not updated on death of spouse

radavis
radavis Quicken Windows Subscription Member

Windows 11, Quicken Version R64.25 Build 27.1.64.25

In the lifetime planner, my life expectancy is shorter than my wife's life expectancy. My social security benefit will is about 4 times greater than my wife's and she should start to receive that higher benefit upon my death. Is there a way to make the Lifetime Planner reflect this? It seems it should be inherent in the modeling or there should be a checkbox to enable the higher benefit to kick in if the higher paid spouse dies before the lower paid surviving spouse. This makes a big difference in our retirement calculations since my wife is 9 years younger than me.

Answers

  • radavis
    radavis Quicken Windows Subscription Member

    Nevermind. I looked at the results and the benefits are properly updated on the death of the spouse. Ignore this.

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