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 withdrawals? I'm age 62, single and still worki ...

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 I recently learned that the portion of income due to my work did not get pr ...

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 66 to start benefits, but I need extra income.  Could you ...

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. I ...

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 Se ...

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 ...

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 be ...

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 earning over the ...

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 recently passed away.  I was married to him for more than 13 years and never re-married ...