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 receive ...
Category: Frequently Asked Questions (FAQs) about Social Security
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 ...
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 Socia ...
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? W ...
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. ...
Ask the Advisor: April 2016
Why Are My Social Security Benefits Taxed? This Is Double Taxation! Q: I’m a divorced retiree and I file taxes as a single household. Can you tell me why my benefits are taxed and how the income threshold that subject ...
Q & A: February/March 2016
Will Social Security Changes Affect Our Plans? Q: My husband and I are both 65 and won’t turn 66 until later in 2016. I’m entitled to a monthly benefit of $810 at 66, and my husband a benefit of about $2,300. He origi ...
Q & A: January 2016
Q: My husband will be retiring from a large California city police department after more than 35 years of service and entitled to a pension with spousal benefits for me. He did not work long enough under Social Security ...
Social Security & Medicare Questions: December 2015
How Long Do I Have To Collect Benefits To Make Up For Not Taking Them At 66? Q: I’m reading a lot advice to delay taking Social Security until age 70 in order to let the benefit grow, but it seems to me, that I’m simp ...
Social Security & Medicare Questions: September 2015
Q: How long do you have to be married to claim a Social Security benefit on a husband's account? May I claim a widow's benefit if I work? I married my husband about a year ago at age 61, but he recently died. Both of us ...
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