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Frequently Asked Questions (FAQs) about Social Security

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Ask the Advisor: When to Start Social Security

Help! When Should I Tap My Retirement Accounts and Start Social Security? Q: Could you give me some guidance about timing Social Security benefits and retirement account…

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Social Security & Medicare Questions: November 2012

Q: I’m 64 and my estimated retirement benefit isn’t very high.  I was a stay-at-home mom.  I later worked part-time in our family business, but…

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Social Security & Medicare Questions: October 2012

Q:  My 66 year–old husband recently passed away before starting Social Security benefits.  I’m 63 and still working.  I originally planned to wait until age…

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Four Secrets to Maximizing Your Social Security Benefit

The majority of seniors depend on Social Security for at least half of their income. Given its importance to your budget, it’s critical to get…

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Social Security & Medicare Question: April 2012

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…

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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…

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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…

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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…

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Social Security & Medicare Questions: October 2011

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…

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Social Security & Medicare Questions July 2011

Q: Two years ago I lost my job and only found part time work since then.  I’m having trouble covering all my expenses.  My ex-spouse…

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