• Q & A: September/October 2017 Q: When my husband passed away several years ago in 2013, I wasn’t working. I claimed a Social Security widow’s benefit based on his account that year at the age 62, receiving $1,420 per month. When I started my benefit I was told I could work and receive benefits at the same time. I was told that if ...
  • Q & A: May 2017 Q:  I work in human resources. The maximum amount of earnings that are taxable for Social Security shot up in 2017 after staying the same amount for two years in a row. When the change went into effect in January I was questioned and even accused of withholding too much from paychecks of the higher ...
  • Ask The Advisor: February/March 2017 How Will Social Security Benefits Affect Our Income Taxes? Q:  After I turned 67 this year, I started Social Security benefits while my wife and I continue to work.   Can you give us an idea how much my Social Security benefits will increase our income taxes?  Our joint income for 2016 was about $52,000.  I started ...
  • Q & A: January 2017 Q:  If I start Social Security this year how much am I allowed to earn?  I’ll turn age 66 in November.  I’m currently working in a job that pays $52,000 per year plus health insurance. A:  The answer depends upon whether you start your benefits before or after your full retirement age — which in 2017 ...
  • Ask the Advisor: December 2016 How Can We Expand Social Security When The Program Is Running Out of Money? Q: I’ve read about proposals to “expand” Social Security that would provide somewhat higher benefits and a better cost-of-living adjustment.  How can Social Security be expanded when the program is running out of money? A:  When it comes to strengthening Social Security’s finances, ...
  • Q & A: December 2016 Help! Social Security Estimates That I Earned $500,320 And Stopped My Benefits!  Q:  I started benefits at age 63 after losing my job in 2013.  I was able to find new employment the following year in 2014.  I received a letter from Social Security stating that I was overpaid for 2014 because they estimate that ...
  • Q & A: November 2017 My Ex Passed Away.  Can I Claim A Widower’s Benefit? Q:  My ex-wife passed away last year at 62, and recently my job ended.  She had a good job with a pharmaceutical company for about 20 years.  Can I file a claim for widower’s benefits based on her account and still get my own retirement benefit ...
  • Q & A: July 2016 Is There A Good Reason To Take Social Security Early? Q:  I turn 62 this year.  My spouse is 65 and still working.  I’ve thought about delaying my Social Security benefit to let it grow, but a publication from the Social Security Administration points out that people get about the same amount of money they just ...
  • Ask the Advisor: July 2016 I Inherited An IRA From My Dad – How Does That Affect My Taxes? Q: I inherited an IRA from my dad worth roughly $232,000.  I’m 65, and receive Social Security.  Can you tell me what effect this will have on my taxes?  Will it cause my Social Security benefits to be reduced? A:  The IRA you ...
  • Q & A: June 2016 Can You Tell Me About The New Social Security Changes? Q:  What can you tell me about changes to Social Security that went into effect recently?  I’ve read references to benefits that I didn’t know I was entitled to.  Several emails warned that I would lose them as of April 30th. 
 The e-mails wanted me ...
Print Friendly

Close