Dan and Katelyn discuss updates on federal benefits for same-sex couples, including retroactive survivor benefits and key topics like FEGLI, TSP, and estate planning. They also cover the Social Security Fairness Act, its impact on CSRs and public safety employees, and the effects of WEP and GPO. 


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The Fed15 Podcast: Federal Benefits for Same-Sex Couples and the Social Security Fairness Act

Katelyn discusses federal benefits for same-sex couples, starting with an overview of exclusions related to federal survivor benefits prior to 2021 and how these affected other benefits. She then highlights the retroactive survivor benefits resulting from key legal cases and covers topics such as FEGLI, TSP, and estate planning. 

Dan covers the Social Security Fairness Act, focusing on its impact on CSRs and public safety employees. He provides an overview of WEP and GPO, emphasizing how these provisions affect individuals. Dan also explores who may be impacted by the Act, presenting arguments from both proponents and opponents, along with alternative suggestions that have been proposed.

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“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James.  Content represents the opinions of the speaker and not necessarily those of Raymond James.  Important Disclosure Information:  http://raymondjames.com/smicd.htm 

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