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Recent Survivor Benefits questions

Looking for a social security benefit lawyer, CA, Not yet,

Looking for a social security benefit lawyerJA: What state are you in? It matters because laws vary by location.Customer: CAJA: Has anything been filed or reported?Customer: Not yet, thinking about it, I have been receiving a survivor annunity monthly since 1990 and thinking about retiring. It is for life, I want to be certain that my own personal social security will not be affected.JA: Anything else you want the lawyer to know before I connect you?Customer: No

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

21,524 satisfied customers
Married 30 years. Getting divorce. Both my husband And I get

Hello...Married 30 years. Getting divorce. Both my husband And I get SS. What will happen to my SS after the divorce is final?JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: He receives $2000 per month SS and I get $798 per monthJA: Is there anything else the Retirement Accountant should be aware of?Customer: I don't think so

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

5,552 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

25,380 satisfied customers
My husband passed away March 22, 2017. How do I apply for

My husband passed away March 22, 2017. How do I apply for death 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. Please tell me more, so we can help you best.Customer: What information do you need to proceed with help?JA: Is there anything else the Retirement Accountant should be aware of?Customer: I am a retired federal employee whose retired income is slightly over $1K per month and I can't live on that amount. Will I be able to draw on my deceased husband's account?

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lev-tax

Retired

Bachelor's Degree Equivalent

25,380 satisfied customers
My husband passed away in December and I filed for the one

Good Morning My husband passed away in December and I filed for the one time payment of $225.00 which I have still not received. I also cannot get an answer regarding am I allowed any of his SS he was receiving before he passed even though I work full time so I can pay off the medical bills. How does this effect my income when I retire? Thank you SusanJA: The Retirement Accountant will know how to help. Is there anything else important you think the Retirement Accountant should know?Customer: No I don't want to make a mistake taking money now if I am entitled to it and have it effect my retirement or taxes

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keeperumiami

Sr Financial & Tax Consultant

Bachelor's Degree

10,992 satisfied customers
I am a retired Government employee who also had 14 years in

I am a retired Government employee who also had 14 years in private industry. I am currently receiving a small social security payment due to the penalty for Government workers. My wife who is not receiving Social Security payments yet as she want to wait until she is 66. She expects that her Social Security payments will be around $2400.00 a month. My questions is that if she should pass away before I do, at the time of her death will I be eligible to receive her payments, (or because of the offset penalty, will I receive a different portion?)JA: The Retirement Accountant will know how to help. Is there anything else important you think the Retirement Accountant should know?Customer: I guess it will depend if he has any questions for me.

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LawTalk

Attorney at Law

Juris Doctor

37,112 satisfied customers
I need information about ss Government Pension Offset rules

I need information about ss Government Pension Offset rules for spouse/survivors. I have a non-ss government pension but I have worked 19 years also under ss. One ss person said that I was not eligible for any survivors benefits since my other pension is too large. When I read the rules about GPO it seems that some people are eligible for survivors benefits if they have worked under ss. I want to find out if this applies to me.

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,116 satisfied customers
I have a generous pension based on non-social security

I have a generous pension based on non-social security employment, however I also have 19 'good' years of ss employment. I have a modest ss pension; my spouse has a larger pension. Question: will I be eligible for any of my spouse's pension as a survivor considering all the government pension offset rules?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: It looks like GPO should apply to me since I worked several years under ss after stopping work from my other government job.

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LawTalk

Attorney at Law

Juris Doctor

37,112 satisfied customers
I am 88years old. My ex wife is deceased. she had no

I am 88years old. My ex wife is deceased. she had no significant work record. Am I entitled to any retirement benefit from her?

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lev-tax

Retired

Bachelor's Degree Equivalent

25,380 satisfied customers
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