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Recent Beneficiary questions

My twin children have been collecting since their dad died

my twin children have been collecting since their dad died over 10 years ago. I saved 1/2 the money in a college 529 plan. Now they turned 18 and Social Security is saying I need to send all the money I saved back to Social Security. I need this money to pay for their college! What do I do?JA: The Retirement Accountant will know how to help. Is there anything else important you think the Retirement Accountant should know?Customer: I think I said it all

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

5,732 satisfied customers
My sister lost her husband, age 48, to a tragic house fire.

My sister lost her husband, age 48, to a tragic house fire. They have no children together; however, he had three children from previous marriage (only one under 18 and one, age 20, attending college.) What survivor benefits are the survivors entitled, if any? What must be done to start collecting benefits. By the way my sister was employed; however, her husband was self employed.

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Chad Caros

Certified Financial Planner(R), Pro

Master's Degree

254 satisfied customers
Can I request a review of gov. to gov. info contain or

can I request a review of gov. to gov. info contain or pertaining to my social security account ?JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: I would like to personally review inheiritence info or accuracy of info interedJA: Is there anything else important you think the Retirement Accountant should know?Customer: No , my question is complete . lou

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keeperumiami

Sr Financial & Tax Consultant

Bachelor's Degree

11,130 satisfied customers
He!lo and Thank you I will turn 65 on may 17 this year..my

He!lo and Thank you I will turn 65 on may 17 this year..my question .I have been on SS disability and on Medicare also. I have been with BlueCand BS HMO can I keep the HMO.JA: These retirement benefits are supposed to help us but they can be so complicated! The Retirement Expert will help you get the most benefits propertly. Please tell me more, so we can help you best.Customer: Can I keep my HMO with Blue Cross an Blue ShieldJA: Is there anything else the Retirement Accountant should be aware of?Customer: I have drawn disability since 05. But will turning 65 this month. I don't no what to do.

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lev-tax

Retired

Bachelor's Degree Equivalent

25,422 satisfied customers
My wife is soon to be 62. Can she file for ss continue to

My wife is soon to be 62. Can she file for ss continue to work and then at full retirement age refile and recoup earnings held out from employment earnings over the threshold of 16,900. She earns 45k a year. If she files at 62 then I think she would wind up keeping about 5k a year in social security. 2nd question, does she have to work until full retirement to refile at that age or can she stop at 65 and refile at full retirement. Born in Aug of 55JA: These retirement benefits are supposed to help us but they can be so complicated! The Retirement Expert will help you get the most benefits propertly. Is there anything else the Retirement Accountant should be aware of?Customer: We are just attempting to determine if it makes sense to file, draw and earn extra income while working and yet still recover the part held out for going over the threshold while working when she refiles at full retirement. Would drawing at 62 afftect her spouse should he need to draw off her at a later date?

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keeperumiami

Sr Financial & Tax Consultant

Bachelor's Degree

11,130 satisfied customers
What do i need to be aware of or do to continue me SSB &

what do i need to be aware of or do to continue me SSB & SSI? and what if my meds are starting to help but i dont think im ready to go to work regarding that how do i continue benefits? diagnoses: suicidal levels of depression anxiety stress. schizophrenia. bi polar

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keeperumiami

Sr Financial & Tax Consultant

Bachelor's Degree

11,130 satisfied customers
My first husband has died and i wanted to know if I was

My first husband has died and i wanted to know if I was divorced from my second would I be able to collect ss from which ever one had made more $$JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: My first husband was John E Lushinski ###-##-####my current husband is Richard Lerch is163938*0913.JA: Is there anything else important you think the Retirement Accountant should know?Customer: MY social security is 14*-44-6522, I am almost 67 and each other man is older

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lev-tax

Retired

Bachelor's Degree Equivalent

25,422 satisfied customers
If a person was married for 19 years got divorced, then

Hi If a person was married for 19 years got divorced, then remarried, if that person dies, who gets their benefits? Thank youJA: These retirement benefits are supposed to help us but they can be so complicated! The Retirement Expert will help you get the most benefits propertly. Please tell me more, so we can help you best.Customer: Basically, who gets survivor benefits, the ex wife or the new wife? Thank youJA: Is there anything else the Retirement Accountant should be aware of?Customer: No, I hope I have worded this right

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lev-tax

Retired

Bachelor's Degree Equivalent

25,422 satisfied customers
How can I receive a duplicate SSA-1099? My wife and I need

How can I receive a duplicate SSA-1099?JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: My wife and I need the numbers from our 2016 SSA-1099 statement to file our 2016 Federal tax forms.JA: Is there anything else the Retirement Accountant should be aware of?Customer: no

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keeperumiami

Sr Financial & Tax Consultant

Bachelor's Degree

11,130 satisfied customers
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