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My husband and I were both educators most of our adult
My husband and I were both educators most of our adult lives. He's now 77 and I am 69. I receive very little SS benefits monthly($334). He is very ill with stage 3 pancreatic cancer. He takes care of … read more
lev-tax
lev-tax
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Bachelor's Degree Equivalent
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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
JD, MBA, CFP, CRPS
Doctoral Degree
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It's a question about an annuity, Trying to figure out best
Trying to figure out best option for an annuity with a lump sum payout of $10,888 both tax and investment-wise … read more
keeperumiami
keeperumiami
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If I am on ss disability and was to get a lump sum on my
If I am on ss disability and was to get a lump sum on my pension plan would it effect my disability check… read more
emc011075
emc011075
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I am single (no dependent) and years old. I retired this
I am single (no dependent) and 69 years old. I retired this last Feb. I will be 70 next year April 29, I have filed and suspended my benefits as of October 2015. I am planning to reinstate my benefits… read more
Dr. Fiona Chen
Dr. Fiona Chen
President
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Will my social security disability payments be affected by
Will my social security disability payments be affected by a lump sum pension distribution to me? Thank you… read more
lev-tax
lev-tax
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Bachelor's Degree Equivalent
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I am collecting social security since 2010. at the same time
i am collecting social security since 2010. at the same time , i was working as substitute teacher and earned 4000 dollars in contributions which i forgot to withdraw when i quit working in 2012... wh… read more
ShawnA
ShawnA
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My husband is 641/2 and I will be 64 in May. Would we each
My husband is 641/2 and I will be 64 in May. Would we each be able to get a lump sum SS payment? What do you need?… read more
LawTalk
LawTalk
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Juris Doctor
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My brother is disabled and receives SS Disability Income. How Is he li
My brother is disabled and receives SS Disability Income. How Is he limited with regard to income? He isn't working so currently SSDI is his only support. How much can he make and Does the type of inc… read more
dylatess
dylatess
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JD
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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
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I am on Mental Disability. I discovered that I can now draw
I am on Mental Disability. I discovered that I can now draw $166 per month as pension from company I worked for and paid Social Security. Is this $166 going to reduce my check and by how much? I live … read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
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Social Security Retirement with Government Pension Offset on
Social Security Retirement with Government Pension Offset on Lump Sum My mother just turned 65 and has 6 years of service covered by TRS. Her TRS account balance is $15,146.33 ($8,518 Tax Sheltered Am… read more
Megan C
Megan C
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How does my PERA lump sum affect my Social Security? I plan
How does my PERA lump sum affect my Social Security? I plan to take a lump sum payment when I turn 60 in January. at that time I will also start receiving my widow SS.… read more
Megan C
Megan C
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I need someone to explain to me the social security integration
I need someone to explain to me the social security integration for an individual who is being offered a lump sum. She is 55 and eligible to draw her pension or take the lump sum. But it seems when sh… read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Soc. Sec. Attorney
Doctoral Degree
3,283 satisfied customers
I am doing a lump sum rollover of my funds from teaching.
I am doing a lump sum rollover of my funds from teaching. I will still receive a monthly paycheck of around $500.00. How will this impact my SS checks I get now. Would I benefit more by not taking a l… read more
SSA.Help4u.168
SSA.Help4u.168
Principal
8,632 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 have 2 questions. 1. If I take a lump sum out of my 401K
I have 2 questions. 1. If I take a lump sum out of my 401K Say $10,000 will that affect my ss benefit. 2. I have some shares in a insurance company. If I cash them in or sell them will that affect my … read more
retirementlawyer
retirementlawyer
Attorney
Doctoral Degree
18,472 satisfied customers
If I have a Nevada PERS and I never activate nor draw upon
If I have a Nevada PERS and I never activate nor draw upon that plan, will my Social Security Check be reduced due to GPO and WEP?… read more
Stephanie O Joy, Esq
Stephanie O Joy, Esq
Soc. Sec. Attorney
Doctoral Degree
3,283 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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