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Recent Widow questions

Someone I know has been in jail for 10 months and still

Someone I know has been in jail for 10 months and still receiving checks. Is this legal? She was convicted on a felony charge?JA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: What do you need to know?JA: Is there anything else important you think the Retirement Accountant should know?Customer: Yes, I know her grand-daughter closed her bank account and was drawing money out. Grand-daughter says checks are now being mailed to her residence but she puts "return to sender" on them. .

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

4,192 satisfied customers
I am a widow, 74, collecting my late husband's benefits,

I am a widow, 74, collecting my late husband's benefits, which are greater than my original amount. If I remarry (the man is 77 and receiving less than I do) what will happen to my benefits?

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,686 satisfied customers
My husband passed away on July 27, 2016. I finally had my

My husband passed away on July 27, 2016. I finally had my interview to determine what amount of money I would get per month. It was on Aug, 25, 2016. I was told that they make a determination and you get one check instead of two. He said I should get $2,003 starting for July or August. I think it was for August since I had the check for July. I received my original check amount $800 for August. I had an interview with a representative of the local SS office and he verified everything that was required. He then told me that I would be receiving $2003 monthly and that I had a death benefit of $255 coming to me as well. Well this is the second Wednesday of the month and all I received was my original $800 (approx). I called the SS office and was told that after the interview the papers have to go to the widows pension office to be reviewed. No one gave me a date when this process would be finished. Can you advise?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: I am not sure what even to ask. I have been to hell and back with the insurance companies. Met Life wanted to keep my lump sum and give me a little at a time. Finally after many many phone calls I finally received my check after 2 months. The Union Pension was also very late even though they promised it was coming. I am tired of arguing with anyone and I do not want anything that isn't mine. I won't cheat them and I don't want to be cheated. I will be losing my home soon and I have to find another place to live. I am too tired to fight with anyone.

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LawTalk

Attorney at Law

Juris Doctor

32,996 satisfied customers
I am 66 and collecting social security. My wife 63, has not

I am 66 and collecting social security. My wife 63, has not worked but wants spousal benefits at about 40% of my social security check. On my death can she switch to my full benefit even though she took the spousal benefit?

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

4,192 satisfied customers
I am a widow and was considering taking my own social

I am a widow and was considering taking my own social security at 62 (in 2019) and switch to my late husband's SS at age 70. I've heard there are substantial cuts to taking benefits at age 62 by a law that will go into effect in Feb 2018. Is this true?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: NO

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,686 satisfied customers
I have been divorced for 2 years but was not entitle to any

I have been divorced for 2 years but was not entitle to any of my ex-husband benefits because I retired at 62 years old.I receive alimony monthly from him but my question is: if he dies am I entitled to any of his social security benefits, since we were married for 26 years?

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

4,192 satisfied customers
Ok I just read this. are they correct _______I was married

ok I just read this. are they correct _______I was married almost 13 years to my previous husband. He claimed Social Security when he turned 62 and then passed away seven months later in 2012. Shortly after that, I remarried. If I divorce my husband when I am 59, claim my late husband's Social Security at 60 and then remarry my husband after that, will that work? Is there another way, since my current husband is not thrilled? How do I go about the paperwork? Am I being ridiculous? I am currently 52. My current husband will take his Social Security next December when he turns 62.A: Technically, your plan will work, says Andy Landis, author of Social Security: The Inside Story, 2016 Edition. “As you know, you are ineligible to get surviving divorced spouse benefits because of your remarriage,” he says. “The exception is if you remarry after you turn 60.”One reference can be found on the Social Security Administration (SSA) website, Survivors Planner: If You're The Worker's Surviving Divorced Spouse.USA TODAYHow divorce affects your ex's Social Security benefitsAs for the question of a time frame for divorce, then remarriage, Landis reports that the SSA's Program Operations Manual System simply says that you must be "unmarried … or have remarried but the marriage can be disregarded.”Read Widow(er)'s Benefits Definitions and Requirements. Also read How Remarriage Affects Widow(er)'s Benefits, which explains that a remarriage can be disregarded if it occurred “after attainment of age 60.”

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,686 satisfied customers
I want to know what and when I would be eligible for in SS

I want to know what and when I would be eligible for in SS from my former husband. He died 6 years ago and we were married for 20 years. I am going to be 62 in May of 2017. I also want to know if I can work part-time..basically my options. Thank you. Barb

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,686 satisfied customers
My husband passed away 2 1/2 years ago. When I applied for

My husband passed away 2 1/2 years ago. When I applied for the widow benefits I was told I make to much money. I would like to know where his benefits go if I am not entitled to them. This was his money which I feel I am entitled to.

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

11,640 satisfied customers
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