FAQ’s
- Social Security & Medicare Question: April 2012 Advisor
Q: My father recently passed away. When I notified the bank as his legal power-of-attorney I was told that his Social Security check for the month in which he died, and any others received thereafter, must be returned. Is this correct and what justific...
- Social Security & Medicare Questions: March 2012
Q: Could you tell me whether I might be eligible for Social Security survivors’ benefits? I was separated from a spouse who passed away. I’m a 69-year old woman and my husband passed away in 2011. I inquired at Social Security about getting benefit...
- Ask the Advisor: March 2012
How Would The Social Security Payroll Tax Cut Affect Benefits? Q: I’m close to retirement and pay the maximum taxes on my wages. How would the Social Security payroll tax cut affect my retirement benefits? A: Your retirement benefits will not ...
- Ask the Advisor: February 2012
Will My Social Security Benefits Be Taxable? Q: I’m single and I live alone. When I retire this year I will receive payments from a 401(k) and a traditional IRA of approximately $20,000. My annual Social Security benefit will be around $16,000. ...
- Social Security & Medicare Questions: October 2011 Advisor
Social Security & Medicare Questions Q: I applied for Social Security benefits in March 2007 when I was 62 years old. After a month I found a job. On September of 2007, I called Social Security to stop payment of my benefits because I was ea...