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Recent Spouse questions

My wife and I are 64 years old. I am doing some planning. My

Hi. My wife and I are 64 years old. I am doing some planning.JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: My wife has no credits toward social security. She will have to rely on the spousal benefit. My intention is to work to 70. My questions is, can I file at 66 and suspend my benefits until 70 and would my wife be able to collect her spousal benefit at 66 or not until I start taking my benefit?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: My benefit will be the maximum amount.

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keeperumiami

Sr Financial & Tax Consultant

Bachelor's Degree

10,476 satisfied customers
I need a 1099G for my deceased mother. It appears from a

I need a 1099G for my deceased mother. It appears from a previous Just Answer that there used to be a link on the SSA website. Now it appears you have to set up an online account. I tried to do this, but the site won't let me -- presumably because we had already notified SSA of the death. We suspect the 1099G got lost in the mail -- is there any way to get a duplicate 1099G without having to call the 800 line?

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lev-tax

Retired

Bachelor's Degree Equivalent

24,870 satisfied customers
On disability is there a limit you can receive or do you get

On disability is there a limit you can receive or do you get the full amount of your 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. Please tell me more, so we can help you best.Customer: I was on disability from age 45, at age 60 my husband who was also on disability died at age 59. I received the widow benefit...mine on one day, his on another. I received a letter the moth I turned 66 telling me that the amount of widow benefit would be changed by an increase of $267.80 as the prior amount was incorrect.JA: Is there anything else the Retirement Accountant should be aware of?Customer: I received this lower amount for 6 yrs, I would like to know why I am not getting a retroactive check for this.

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lev-tax

Retired

Bachelor's Degree Equivalent

24,870 satisfied customers
Can I get my own social security and part of my ex husband?

can I get my own social security and part of my ex husband?JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: I started receiving social security on my own income at 62. can I still receive part of myJA: Is there anything else important you think the Retirement Accountant should know?Customer: can I still get part of my ex-husband social security

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keeperumiami

Sr Financial & Tax Consultant

Bachelor's Degree

10,476 satisfied customers
Can I claim my own social security now at age 63 and then

can I claim my own social security now at age 63 and then switch to spousal benefit which is higher than my own benefit without a penalty?

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,048 satisfied customers
My husband was planning on working till age 70 to get the

My husband was planning on working till age 70 to get the extra % when he collected SS. Now his position is being deleted & his company wants to pay 1 year severance salary with all taxes taken out. Will this change his % of SS income when he collects?JA: The Retirement Accountant will know how to help. Is there anything else the Retirement Accountant should be aware of?Customer: It's a payment to cover from 3/31/17 - 3/31/18

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lev-tax

Retired

Bachelor's Degree Equivalent

24,870 satisfied customers
My sister is hoping to retire at 65. My mom is turning 90 in

My sister is hoping to retire at 65. My mom is turning 90 in April and needs care/help. My sister is a home health aid living in Florida. My question is would she be able to collect from her ex-husbands social security when he retires in July to come home to Massachusetts to take care of my mother and then switch/receive her social security when she retires at age 65 (3 years)JA: The Retirement Accountant will know how to help. Is there anything else the Retirement Accountant should be aware of?Customer: I don't believe so

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LawTalk

Attorney at Law

Juris Doctor

36,474 satisfied customers
I am 68 and retired, my wife is 66 and still working. can my

I am 68 and retired, my wife is 66 and still working. can my wife collect spouse benefits off my SS, without affecting her SS ? as her benefits are only 700$ at 66. mine are 1300$

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LawTalk

Attorney at Law

Juris Doctor

36,474 satisfied customers
I've been told i don't qualify for spousel coverage. Olease

I've been told i don't qualify for spousel coverage. Olease help explain why.JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: My wife passed away on 2-15-12, and I re2quested coverage from my wifes account. She earned more than me and paid into her account . My SS# *****###-##-####JA: Is there anything else the Retirement Accountant should be aware of?Customer: I'm a retired Chicago Firefighter and didn't fully contribute into SS my entire career, but still paid fees every year.

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,048 satisfied customers
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