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Recent Retirement questions

My mother who is 85 retired with a pension through the state

My mother who is 85 retired with a pension through the state of California (I believe its connected to the UC system). During her career, she didn't pay very much into Social Security, I believe that it was an option to not pay into it based on her job. She re-married about 25 years ago and a few years ago her second husband died (cancer). Before he died they had talked to the social security office not far from where they lived and they indicated that she would be able to draw his social security which was signficantly more than what she could get on her own (about $2000/mo vs $150/mo). However, after he died they told her that wasn't case and that she couldn't draw his social security because she was receiving a government pension. Is this correct? I read many of the rules and it didn't seem like this should be the case.

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LawTalk

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Juris Doctor

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My husband retired from PPG 3yrs ago. He is 66 years old and

My husband retired from PPG 3yrs ago. He is 66 years old and on medicare and ppg group insurance. He has been given notice that PPG is dropping him from their group plan and he will have to purchase his own secondary insurance. Is this normal? Can we stop them from "transitioning" him out after 42 years as a employee. Thank you Leeana Shemon

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

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I am 64 years old and have been a Type 1 insulin dependent

I am 64 years old and have been a Type 1 insulin dependent diabetic for 51 years (since age 13). My job is very stressful and I was thinking of applying for Social Security Disability now. Can I also get Medicare before I turn 65 in April 27, 2017?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. Is there anything else important you think the Retirement Accountant should know?Customer: How much is taken out of Social Security every month? Are you allowed to work if you are on Social Security Disability?

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,234 satisfied customers
I was married for 34 years, divorced for 16 years, I receive

I was married for 34 years, divorced for 16 years, I receive social security on my own earnings now, but if he should die, can I claim his because it would be more than mine

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

3,986 satisfied customers
Can a recipient of SSDI receive additional payments for

Can a recipient of SSDI receive additional payments for their children?JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: 45 year old woman on SSDI, has 13 and 10 year olds. Can they receive payments also?JA: Is there anything else important you think the Retirement Accountant should know?Customer: no

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Christopher B, Esq.

Attorney

Juris Doctor

5,004 satisfied customers
Someone I know and would like to help came here on a visa

Someone I know and would like to help came here on a visa (which has since expired). She has a tax ID number but would like to get a social security number and the a CNA certificate. Do you know what she would have to do to make that happen. Thanks in advance.JA: The Retirement Accountant will know how to help. Is there anything else important you think the Retirement Accountant should know?Customer: No.

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

3,986 satisfied customers
My husband passed away 8/13 age 65...he was on medicare and

my husband passed away 8/13 age 65...he was on medicare and supplement but had not started taking his social security...waiting until his birthday this october. will I be entitled to receive his social security as his widow. I only work part time and will be 64 in november and now i've lost his income net $4000 @ month?

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CGCPA

Owner

Bachelor's Degree

3,358 satisfied customers
If I don't work the last few years before I can receive

If I don't work the last few years before I can receive benefits, how does that affect the estimate I've been given?

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LawTalk

Attorney at Law

Juris Doctor

32,420 satisfied customers
My husband passed away in June of this year. He received

HI. My husband passed away in June of this year. He received $1,100 in social security benefits. He retired at 62 and just died at the age of 88. I retired early at 63 a year ago to take care of him due to his many health concerns, I am collecting $1,388 in social security (there was a 24 year age difference between us). I am wondering if I would qualify to receive any of his social security benefits along with my own. Thanks in advance for your response.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. Is there anything else the Retirement Accountant should be aware of?Customer: I don't think so, that is my main question...thanks!

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LawTalk

Attorney at Law

Juris Doctor

32,420 satisfied customers
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