• Ask the Advisor: May/June 2018 Help!  I’ve Been Told I Have To Return My Deceased Husband’s Last Social Security Check.  Is This Really True? Q:  My husband passed away on March 31st.  I was told that I have to return his entire Social Security payment for the month of March.  Can this be true?  This is an unfair and callous ...
  • Taxes Take A Growing Percentage of Social Security Benefits (Washington, DC) – About 56 percent of all Social Security households pay taxes on a portion of their Social Security benefits, according to a national survey by The Senior Citizens League.  “Recently enacted changes in the tax law will increase both the numbers of taxpayers whose Social Security benefits are taxable and the portion of ...
  • Q & A: Will my Social Security benefits be taxable? Q: I retired last year, but my spouse continues to work.  This will be our first tax season with Social Security benefit income.  Will my Social Security benefits be taxable? A:  If you’re receiving Social Security income— but your spouse is still working — a portion of your Social Security benefits is likely to be subject ...
  • Q & A: November 2017 Q: My husband and I had to take in our twin great granddaughters when their mother, our granddaughter, was suddenly sent into rehab. We are in our 80s and living on Social Security and a small savings. Can you tell me if Social Security would boost our benefits to cover dependent minors?   A:  Experts say that substance abuse ...
  • 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 ...

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