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I am 64 yrs old, retired and collecting SS. I am also using
I am 64 yrs old, retired and collecting SS. I am also using "obamacare" for health insurance. I just had to take $15000 out of my IRA to help one of my daughters get relocated. Will this be included a… read more
lev-tax
lev-tax
Tax Advisor
Bachelor's Degree Equivalent
34,472 satisfied customers
If I withdraw from my IRA, to have a new roof put on my
If I withdraw from my IRA, to have a new roof put on my house, or buy a car can it affect my social security payment, I realize it is taxable income but could my ss payments be reduced as a result? … read more
Barbara
Barbara
Enrolled Agent, Paralegal
6,609 satisfied customers
I have been asked to repay back an amount of $9000 from
I have been asked to repay back an amount of $9000 from 2001. I am a single parent, raise my granddaughter with no help, and am the only caregiver of my disabled son of 36 who receives minimal social … read more
Mark Anderson
Mark Anderson
Attorney
Doctoral Degree
169 satisfied customers
I am 65 turning 66 in June, 2018. I want to take some funds
I am 65 turning 66 in June, 2018. I want to take some funds out of my portfolio. Do I need to wait until I am 66 or just within the year I am 66? I do take social security and I have heard that after … read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
2,921 satisfied customers
Can I transfer a defined cash contribution plan to a
Can I transfer a defined cash contribution plan to a different custodian from the public utility company that I no longer work for. I am under WEP so don't want a transfer to look like a lump sum dist… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
2,921 satisfied customers
Do I have to pay for this, if I go over 6k of my ss allow
if I go over 6k of my ss allow how much would i have to pay back … read more
lev-tax
lev-tax
Tax Advisor
Bachelor's Degree Equivalent
34,472 satisfied customers
My husband was a federal employee and passed away in 2015
My husband was a federal employee and passed away in 2015 and I receive a survivor benefits check each month. I am 66 and still working. My employer does not take SS out of our check. Its put into an … read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
4,582 satisfied customers
I have 27 significant earning years in social security
I have 27 significant earning years in social security earned in the private sector and 16 years in ORP a pension in the form of tax deferred mutual funds which was paid by the college at which I work… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,749 satisfied customers
Does an individual IRA account withdrawal after age 59 1/2
does an individual IRA account withdrawal after age 59 1/2 impact social security or unemployment benefits? The IRA is an account that I contributed to as well as ss.… read more
Dr. Fiona Chen
Dr. Fiona Chen
President
Ph.D.
2,214 satisfied customers
If Iam being offered a lump sum payment on a pension
if Iam being offered a lump sum payment on a pension plan,how will this affect my disability payments if I roll over to an IRA?… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
3,315 satisfied customers
I am 66 and recently started receiving my SS benefits. My
I am 66 and recently started receiving my SS benefits. My wife is 67 and has been receiving her benefits for a year. When I started mine, initially she was informed that her's would be increased to 1/… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,749 satisfied customers
My social security payment now is $737.00 per month. How can
My social security payment now is $737.00 per month. How can I have it raised in order to help pay for my granddaughter's tuition at the University she was accepted in?… read more
lev-tax
lev-tax
Tax Advisor
Bachelor's Degree Equivalent
34,472 satisfied customers
Can you tell me the "6 words" I need to tell my SS agent to
Hello, can you tell me the "6 words" I need to tell my SS agent to up my SS? I have been reading about this but I refuse to spend the money to order their news letter. Supposedly there is going to be … read more
LawTalk
LawTalk
Attorney
Juris Doctor
3,071 satisfied customers
We retired 10 years ago and took SS benefits and take
We retired 10 years ago and took SS benefits and take retirement income from our SEP-IRA. We pay estimated taxes quarterly. In March 2015, I decided to go back to work in same field and put in 12 hour… read more
lev-tax
lev-tax
Tax Advisor
Bachelor's Degree Equivalent
34,472 satisfied customers
If I take all my calstrs school pension all at once and put
If I take all my calstrs school pension all at once and put it in a ira will social security penalize me and apply the gpo offset windfall,that is, will they still reduce my social security benefits… read more
lev-tax
lev-tax
Tax Advisor
Bachelor's Degree Equivalent
34,472 satisfied customers
My daughter died in Oct/2013 and was receiving SSI benefits
My daughter died in Oct/2013 and was receiving SSI benefits for her minor daughter. My granddaughter moved in with her aunt in April 2014. Her father was recieving the benefits, but not supplying her … read more
ShawnA
ShawnA
CEO
Bachelor's Degree
2,450 satisfied customers
I will be 66 in June 2015 / and want to start to collect SS
I will be 66 in June 2015 / and want to start to collect SS benfits starting in Jan. 2015. What does SS fig. as total income for 2015 / as per my meeting with the SS office i was told i could make a t… read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Soc. Sec. Attorney
Doctoral Degree
3,283 satisfied customers
My son was killed in an accident the day before my granddaughters
My son was killed in an accident the day before my granddaughter's high school graduation, he and his wife were divorced. My granddaughter is a diabetic since the age of six, the accident needless to … read more
R. Klein, EA
R. Klein, EA
Accountant
Master's Degree
334 satisfied customers
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Meet the Experts:

dylatess

dylatess

ATTORNEY

3,467 satisfied customers

37 plus years of SSD practice

Megan C

Megan C

Certified Public Accountant (CPA)

4,582 satisfied customers

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

LawTalk

LawTalk

Attorney

3,071 satisfied customers

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

334 satisfied customers

Tax & Social Security Benefits specialist

Dimitry K., Esq.

Dimitry K., Esq.

Attorney

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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