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I live in Panama City Beach, FL. I was married to my husband
I live in Panama City Beach, FL. I was married to my husband for forty-six years and he passed on March 12. Received a letter from Social Security saying I could not collect his social security benefi… read more
Lane
Lane
JD,CFP, MBA, CRPS
15,521 satisfied customers
How is my widows benefits from social security effected by
How is my widows benefits from social security effected by my 414(h) 2 plan? … read more
Lane
Lane
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Can I get access to my 1099 for 2016 from my local as
Can I get access to my 1099 for 2016 from my local as office? Lynne … read more
Chad Schoch
Chad Schoch
Bacehlors of Business Administration
44 satisfied customers
My wife is a California teacher and she will retire next
My wife is a California teacher and she will retire next June at age 67. I am 70 and receive social security as well as disability from the VA. Currently, my wife receives an amount from Social Securi… read more
Lane
Lane
JD,CFP, MBA, CRPS
15,521 satisfied customers
I recently applied for SS retirement benefit. I am 66 and
Good morning. I recently applied for SS retirement benefit. I am 66 and worked for the State of Colorado where I long ago opted out of the pension program, Colorado PERA and opted for a DC program wit… read more
LawTalk
LawTalk
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Juris Doctor
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My husband, *******, passed away last October. My share of
My husband, John *******, passed away last October. My share of his annuity was reduced to $1,777.25, instead of 2,400+ because social security claimed he paid for social security. This was inaccurate… read more
Lane
Lane
JD,CFP, MBA, CRPS
15,521 satisfied customers
Why do I not receive my social security earnings instead of
Why do I not receive my social security earnings instead of 1/2 of my husband's? … read more
Lane
Lane
JD,CFP, MBA, CRPS
15,521 satisfied customers
I applied security a year-and-a-half ago when I turned 67. I
I applied for social security a year-and-a-half ago when I turned 67. I was a federal employee for 15 years but have been in private business now for 27 years. Local social security office convinced m… read more
Lane
Lane
JD,CFP, MBA, CRPS
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My employer opted out of social security many years ago,
My employer opted out of social security many years ago, therefore I do not have enough quarters in to qualify for disability but do have enough quarters to qualify for ss payments when I become eligi… read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Soc. Sec. Attorney
Doctoral Degree
3,283 satisfied customers
I work State of California and participate in CalPers,
I work for the State of California and participate in CalPers, a retirement plan that is funded by the State and myself. Will this reduce my social security?… read more
LawTalk
LawTalk
Attorney
Juris Doctor
3,071 satisfied customers
My bank JP Morgan has sent SS two letters redirecting my SS
My bank JP Morgan has sent SS two letters redirecting my SS monthly benefits to my person account ending in 9607, my personal checking account at JP Morgan .Instead SS has been continuing to deposit m… read more
PhillipsEsq.
PhillipsEsq.
Attorney
JD
31,838 satisfied customers
I am being let go from my company after 28 years working there.
I am being let go from my company after 28 years working there. I'm now 68 and live in Ohio. I do have a pension with this company and will be able to get a lump sum distribution which I intend to rol… read more
R. Klein, EA
R. Klein, EA
Accountant
Master's Degree
334 satisfied customers
I am a retired fire fighter and am being penalized in my Social
I am a retired fire fighter and am being penalized in my Social Security awards to the tune of 50% reduction because of the "Windfall Benefits" Act of 1986. I retired in 1991 - I am 75 years of age, a… read more
Arthur Rubin
Arthur Rubin
Doctoral Degree
2,158 satisfied customers
I am a small business owner, age 62, for the past 10 years
I am a small business owner, age 62, for the past 10 years I've taken a wage of 12,500 from the business. I also receive 48,000. In non-passive income. Can I receive social security at age 62?… read more
retirementlawyer
retirementlawyer
Attorney
Doctoral Degree
18,472 satisfied customers
Medicaid is requiring husband to apply for retirement
Medicaid uses something called the "name on the check" rule to determine the income of each spouse of a married couple. Since my husband will be the one receiving social security retirement benefits, … read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Soc. Sec. Attorney
Doctoral Degree
3,283 satisfied customers
I turned 66 in May and still working until the end of the year.
I turned 66 in May and still working until the end of the year. I want to deferr taking SS until I am 67 next May. I will receive a pension income in Jan of next year and money from investments. Will … read more
LawTalk
LawTalk
Attorney
Juris Doctor
3,071 satisfied customers
I have taught for eight years in Texas under the Teacher Retirement
I have taught for eight years in Texas under the Teacher Retirement System. Now I am eligible for an annuity or a lump sum distribution from TRS and a partial annuity as an option. My TRS contribution… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
4,582 satisfied customers
I receive social security benefits from the Uk on which I paid
I receive social security benefits from the Uk on which I paid full social security contributions in order to qualify. for it. soc sec in the US are now claiming that this is a non covered pension and… read more
LawTalk
LawTalk
Attorney
Juris Doctor
3,071 satisfied customers
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Meet the Experts:

dylatess

dylatess

ATTORNEY

3,473 satisfied customers

37 plus years of SSD practice

Megan C

Megan C

Certified Public Accountant (CPA)

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Licensed CPA, CMA, CFE, CGMA M.Accy Also Teach Accounting courses at Master's Level

LawTalk

LawTalk

Attorney

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I have 30 years of legal and litigation experience, including representing clients before the U.S. Social Security Administration.

R. Klein, EA

R. Klein, EA

Accountant

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Dimitry K., Esq.

Dimitry K., Esq.

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233 satisfied customers

Licensed in multiple jurisdictions, experienced business attorney.

AttorneyTom

AttorneyTom

Attorney

16 satisfied customers

Attorney

Stephanie O Joy, Esq

Stephanie O Joy, Esq

Soc. Sec. Attorney

3,283 satisfied customers

22+ years legal exp. - 12+ years owning/operating her own SSD Law practice.

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Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

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