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I need to start my social security when I am 67 which will

I need to start my social security when I am 67 which will be in 3-20-17. Can you please help me with this and give me advise? Some History: I have received my husbands who died in 2003 and was a teacher for most of his life. I received his SS which wasn't much as he was in the school system most of his life. a few years ago I was contacted by SS that they had over paid me and for about a year of more they did not send in of his SS saying I made too much money. after about a year it seems I was contacted that I would be receiving it again some time in summer 2016 I think...but I moved and have never received any of that! Can I get those back payments? Please help!JA: The Retirement Accountant will know how to help. Is there anything else the Retirement Accountant should be aware of?Customer: I don't think so!

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annelew12554

Master Tax Preparer

3,220 satisfied customers
I just turned 66 yr old and have worked as a Pharmacist for

Hello. I just turned 66 yr old and have worked as a Pharmacist for over 40 years. Unfortunately, I worked as an independent contractor and so have no pensions or 401Ks (what was I thinking??). I would like to apply for Spousal Benefits for now, while continuing to work part-time, and put off claiming my own full benefits for a few years. My husband filed for full SS benefits when he was 62 (he's 70 now). I went on to the SS website and was told that his benefit amount was not enough for me to apply for Spousal benefits. I don't understand why. His benefits are slightly over $1000/month (and half of it goes for alimony), and mine are estimated to be about $1400 when I apply for full benefits.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: We don't have much of a nest egg, or rich relatives, so I'm just trying to belatedly get our act together.

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

19,804 satisfied customers
My wife passed away recently at the age of 61 and she was on

my wife passed away recently at the age of 61 and she was on disability.i am 63 would I get her disability which is higher or a different rateJA: 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: if I retired today my check would be less than her disabilityJA: Is there anything else important you think the Retirement Accountant should know?Customer: no I'm just curious which rate I would get

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

19,804 satisfied customers
I am turning 65 in April .I work full time and I do not

I am turning 65 in April .I work full time and I do not intend to retire until my full retirement age, I am fully insured through my husband (hospitalization, doctor visits ,labs etc), I am told I need to apply for Part A Medicare, but will not be penalized for applying for Part B until for full retirement age. I just want to ensure this is correct informationJA: 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: Oh yes very complicated and confusing. I can't think of anything else right now, but I'm sure there will be more inquires later on ,Thank you

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

19,804 satisfied customers
I will reach my FRA on 03/19/2017. When am I eligible to

I will reach my FRA on 03/19/2017. When am I eligible to receive my 1st full SSI check? Is it March or April?

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

19,804 satisfied customers
I just got my 1099-R for 2016. I drew out about $26,000 and

I just got my 1099-R for 2016. I drew out about $26,000 and change. I started drawing my social security checks in November because I turned 62 in October? Will this retirement amount affect the amount I can get from social security?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: Nope

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LawTalk

Attorney at Law

Juris Doctor

35,218 satisfied customers
I would like to get married what would that do to my s.s. I

I would like to get married what would that do to my s.s. I am 62 and collect S.S. and I am on Obama care for my health insurance.JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: will my Obama care change for me. and will my ss change.JA: Is there anything else important you think the Retirement Accountant should know?Customer: no.

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LawTalk

Attorney at Law

Juris Doctor

35,218 satisfied customers
If I become disabled after already receiving S.S. will it

If I become disabled after already receiving S.S. will it change my benifits?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: I started receiving benefits at age 62 at 65 I had some spinal cord damage and am no longer able to do many things that are needed to perform the machinist job.The company I retired from offered me a job.JA: Is there anything else the Retirement Accountant should be aware of?Customer: Not that am aware.

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LawTalk

Attorney at Law

Juris Doctor

35,218 satisfied customers
I am an USA retired citizen collecting social security.My

I am an USA retired citizen collecting social security.My wife is also collecting social security on my work recordMy wife is a Canadian citizen who has permanent residency status in the USAWe crossed the USA/Canadian border on oct 6th, 2016 and are renting a condo in British Columbia. we do not have any residence in the USAWe would like to know if my wife does not apply for USA citizenship and loses her USA "green card", is she still eligible to receive usa social security benefits and any widow benefits,as long I maintain my USA citizenship?Thank You

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TaxRobin

Vocational, Technical or Trade School

22,430 satisfied customers
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