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Recent Windfall Elimination questions

I retired from my job at the City of Oakdale in La. on Jan.

I retired from my job at the City of Oakdale in La. on Jan. 31, 2017. my pension check is $1046.38 a month. My social security is $727.00 and I get a check for $546.20 after deductions. What will I get now that I am getting a pension check?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: Not that I know of.

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,030 satisfied customers
I currently receive a SS ck for my earnings and one for my

I currently receive a SS ck for my earnings and one for my husband whom I haven't lived with for 20 years. I am also a teacher in Texas and due to my health am having to retire this year. I will only receive about 800.00. Will I lose the social security?JA: The Retirement Accountant will know how to help. Is there anything else the Retirement Accountant should be aware of?Customer: Not that I am aware of.

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,030 satisfied customers
I am getting social security from my ex spouse as I don't

I am getting social security from my ex spouse as I don't have enough of my own.Just found out this morning that my employer who is now under TRS will be going with a company which takes out Social security instead.I am 64 will be 65 in August. Can I take out of my TRS in a lump sum or will I be penalized by social security.What age do I have to be when this no longer matters?JA: The Retirement Accountant will know how to help. Is there anything else the Retirement Accountant should be aware of?Customer: I want to continue working a few more years but maybe I need to retire now?

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

21,068 satisfied customers
My SS started last Oct. Effective Jan 1, 2017 my School

My SS started last Oct. Effective Jan 1, 2017 my School Employees Retirement System of Ohio started. I receive $413.94 monthly from SERS. How do I report this to SS and how will it affect my SS payments?JA: PayPal, Debitcard or credit card are all fine.Customer: I'm sorry, do I sent Social Security the amount I receive from my School Employee Retirement? Can't Soc Sec just adjust my monthly payment?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: not that I'm aware of.

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

21,068 satisfied customers
Although I am eligible for social security benefits, the

Although I am eligible for social security benefits, the benefits will be reduced because I have been an educator for the past 21 years and have not contributed to Social Security. I am wondering what my estimated social security benefit will be based on my earnings record.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: Where do I find a retirement accountant? Is it someone attached to the Mass Teachers Association?

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lev-tax

Retired

Bachelor's Degree Equivalent

24,842 satisfied customers
I need to find someone who knows about WEP and GPO. I went

I need to find someone who knows about WEP and GPO. I went through the first provision and will probably have face the last one as well. I want to know if I can or better should the SS administration on this?JA: The Retirement Accountant will know how to help. Is there anything else important you think the Retirement Accountant should know?Customer: I just want to know if I should fight SSA about this?

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,030 satisfied customers
Filing for SS. I have a disability retirement from State of

Filing for SS. I have a disability retirement from State of California (police officer). Is that subject to WEPJA: 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 worked as a California Hawthorne Police Officer Subject to state retirement. I was medically retired after 18 years and now receive a disability retirement from the State of California. Is this Disability retirement subject to the Windfall Eliminations Provision? Do I have to include this disability retirement income when applying for Social Security Retirement?JA: Is there anything else the Retirement Accountant should be aware of?Customer: no

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LawTalk

Attorney at Law

Juris Doctor

36,374 satisfied customers
I have a pension and understand that my ss benefit will be

I have a pension and understand that my ss benefit will be reduced because of it. I am divorced and know that my ex's ss will be higher than mine. Can i claim under her ss.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: no

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lev-tax

Retired

Bachelor's Degree Equivalent

24,842 satisfied customers
Please tell me how the Windfall Elimination Provision

Please tell me how the Windfall Elimination Provision affects Social Security survivors benefits

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lev-tax

Retired

Bachelor's Degree Equivalent

24,842 satisfied customers
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