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Recent Beneficiary questions

My wife is 67, has never worked do to an accident 28 years

My wife is 67, has never worked do to an accident 28 years ago. I am 63 and am waiting until i am 66 to get my full social security. Is my wife eligible now to receive social security benefits, though I am still working? Also, if she can, will affect my social security when I start?

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Lane

JD, MBA, CFP, CRPS

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I care for elderly mom and act as poa. I also am payee for

I care for elderly mom and act as poa. I also am payee for an invalid brother. Currently both checks go to the same bank and account. I need to change banks and separate accounts. How do I do this.JA: The Retirement Accountant will know how to help. Is there anything else the Retirement Accountant should be aware of?Customer: I wouldn't know

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

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Is a payee responsible to pay back over payments after the

Is a payee responsible to pay back over payments after the social security recieptant dies

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

11,590 satisfied customers
I received a letter in March saying I owed Social Security

I received a letter in March saying I owed Social Security for payments made to me in 2013 because of income I reported on my tax return. That income was 1) a payment under a deferred comp plan and 2) the cash out of an unqualified pension plan. Both of these were "special payments" and not compensation for current work. I responded immediately by letter asking for a written appeal. They also suspended my wife's and my disabled daughter's SSDI payments. I have sent several letters and made two visits to my social security office.I have provided them with documents showing that I have been retired from the payor since 2003. I have also provided them with a form from GE (the payor) indicating these payments were not for current work. They have resumed my payments on a month to month basis but still say I owe them for 2013 and have not resumed my wife's and daughter's payments. What can I do to get this finally resolved?

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

11,590 satisfied customers
I received form no. SSA -L9790-sm (7-2016)... I don't know

I received form no. SSA -L9790-sm (7-2016)... I don't know why I received this form... I retired in July 2015 after I sustained an injury which resulted in my being out of work until the point at which I retired... I was on workers comp. until a couple of months after I retired... I started to get my SSA pension in August 2015 I believe (started getting my standard pension)... I also received a settlement from workers comp. after a hearing with the commissioner and my attorney was present. I accepted the amount offered... I had received and continued to receive payments until that time... I believe it was on or about Feb. 2016...Question 1-Why did I receive this letter and is it a standard to receive this-In other words is it typical/common to get this letter?Question 2- I am not receiving SSI or SSD benefits and do not expect to-I had previously applied and was denied and I chose not to appeal... That said,,,can any of my benefits/retirement or workers comp. settlement be reduced or garnished in any way under Ct. State and Federal law? I believe reductions can occur if I was receiving either SSD or SSI-which I am not...Question 3-Is my settlement/award taxable? Thanks...

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

11,590 satisfied customers
I have presented a waiver to social security requesting that

I have presented a waiver to social security requesting that I not return over payments of prior disability payments because it was not my fault that they sent them. I reported my return to work date but was assured by their agent that I would continue to receive payments until they felt a relapse of my broken leg symptoms would not occur. Their only response to this date is a letter that says "We are writing to tell you that you are no longer eligible for payments of this claim as of June 2016. Does this mean that the over payments that they claim prior to this date are now waived?Thank you Debbie Reilly

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,242 satisfied customers
What is the max percent child support take out of my back

What is the max percent child support take out of my back pay from social security for back child support only

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,242 satisfied customers
My daughter previously received Social Security because she

My daughter previously received Social Security because she is disabled. I now am over the income limit for her to receive benefits.While receiving benefits I was consistent sending in income verification. Social Security notified me about 2 years ago my daughter was over paid during that time and requested I pay back about $1400.00. I have been paying this off but every so often the amount is increased. I have called SS and asked why and they state that further review had been done and I need to repay additional monies. I just received another notice and the amount was increased again (again up to $1371.90).I have been paying back this money for the last 2 years and the bill never seems to end! Is there a procedure, timeline or recourse I have or that they have? Or can this go on for an unlimited time with me paying and them finding additional monies to be repaid?I am a single mom working full-time earning about $43,000 a year with a daughter that will be disabled/wheelchair bound for the rest of her life. Can you give me any guidance? Thank you in advance.

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

11,590 satisfied customers
MY SON, HAMBY IS IN AUGUSTA STATE MEDICAL PRISON. HE ASKED

MY SON, LEWIS HAMBY IS IN AUGUSTA STATE MEDICAL PRISON. HE ASKED ME TO TRANSFER HIS DIRECT DEPOSITS @ GA BANK OF DAWSON (GA) BY SSA TO COLONY BANK IN LEESBURG, GA . HE RECEIVES SSDI. SSA USUALLY STOPS DEPOSITS WHEN I NOTIFY OF HIS INCARCERATIONS, BUT HAS NOT THIS TIME. THE AMOUNT IS $7, 149.20. SHOULD I, AS POWER ATTORNEY, DO THIS?

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,242 satisfied customers
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