The Repeal of WEP and GPO - The Social Security Fairness Act
Guest Expert: Kurt Czarnowski,
Date:
Webinar Replay Description
The Social Security Fairness Act significantly changed how Social Security benefits are calculated by eliminating the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP), impacting individuals with non-Social Security taxed pensions. Former Social Security Director Kurt Czarnowski provided expert insights on these changes and strategies to help financial advisors guide their clients in maximizing their benefits.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Between the Q& A and Kurt's presentation and slides, I have a better understanding of WEP and how the SS Fairness Act impacts those previously subject to WEP and/or GPO.
- Nancy T.
Loved Kurt's clear breakdown of complicated topics and the actionable advice he provided at the end for next steps.
- Emily M.
The 6 month lookback for anyone already past FRA and had not filed. (Fortunately, pretty sure 1 client impacted by GPO HAD filed earlier, but am checking with them already - so he gets full 2024 SS benefit once SSA starts disbursing funds.)
- Meg C.
The specifics of how the changes work. Definitely have a better idea of who's affected and what questions I should be asking.
- Andrea M.
WEP calculator, if already registered with SSA.gov they will notify client (nothing client needs to do) can watch progress on ssa.gov site
- Jacqueline B.
Between the Q& A and Kurt's presentation and slides, I have a better understanding of WEP and how the SS Fairness Act impacts those previously subject to WEP and/or GPO.
- Nancy T.
Loved Kurt's clear breakdown of complicated topics and the actionable advice he provided at the end for next steps.
- Emily M.
The 6 month lookback for anyone already past FRA and had not filed. (Fortunately, pretty sure 1 client impacted by GPO HAD filed earlier, but am checking with them already - so he gets full 2024 SS benefit once SSA starts disbursing funds.)
- Meg C.
The specifics of how the changes work. Definitely have a better idea of who's affected and what questions I should be asking.
- Andrea M.
WEP calculator, if already registered with SSA.gov they will notify client (nothing client needs to do) can watch progress on ssa.gov site
- Jacqueline B.
The Repeal of WEP and GPO - The Social Security Fairness Act 02-13-2025
Attendees Comments:
Between the Q& A and Kurt's presentation and slides, I have a better understanding of WEP and how the SS Fairness Act impacts those previously subject to WEP and/or GPO.
- Nancy T.
Loved Kurt's clear breakdown of complicated topics and the actionable advice he provided at the end for next steps.
- Emily M.
The 6 month lookback for anyone already past FRA and had not filed. (Fortunately, pretty sure 1 client impacted by GPO HAD filed earlier, but am checking with them already - so he gets full 2024 SS benefit once SSA starts disbursing funds.)
- Meg C.
The specifics of how the changes work. Definitely have a better idea of who's affected and what questions I should be asking.
- Andrea M.
WEP calculator, if already registered with SSA.gov they will notify client (nothing client needs to do) can watch progress on ssa.gov site
- Jacqueline B.