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I was in middle of paying $5 and hit exit button. 68 years
I was in middle of paying $5 and hit exit button JA: What is your current age and retirement age? Customer: 68 years old. My first retirement was at age 50 JA: Is there anything else you want the Soci… read more
Dr. Fiona Chen
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I am recently widowed and I've been informed that my husband
I am recently widowed and I've been informed that my husband had survivor rights on his pension. There are options for lump sum: lump sum distribution or lump sum rolling into a retirement fund, or a … read more
emc011075
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My husband is deployed so his income currently is tax free.
My husband is deployed so his income currently is tax free. He received a letter from a previous employer who wants to give him a lump sum pension payment now. If he accepts the lump sum, will he stil… read more
DK_CPA
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My husband retired from construction 2018, no, Trying to get
Trying to get correct information on if he doesn't put his lump sum in and ira or do have to since he will be 59.5 years of age. On his seventh retirement check he will receive the lump sum. Don't want to make the mistake his brother made. Please help… read more
Robin D.
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It was just determined that my ex husband failed to declare
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emc011075
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My husband was offered a early retirement incentive of
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I am just recently divorced and was awarded 50% of my
I am just recently divorced and was awarded 50% of my husbands 2 pensions. One has said they will give me a lump sum distribution with no additional fees or taxes because he is fully vested. The other… read more
Lev
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I just talked to you about benefits sister who died
I just talked to you about benefits for my sister who died with just brothers and sisters as survivors. Does my brother need any proof that he is her brother when he visits the other SS office? Also, … read more
Lane
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Doctoral Degree
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Hello. I am looking for advice re state of Mass. Employee retirement
Hello. I am looking for advice re state of Mass. Employee retirement payout for deceased employee. Until his recent death, my brother worked for the Mass. Water Resource Authority. I am beneficiary on… read more
taxmanrog
taxmanrog
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My wifes late husband was a school teacher and a member of
My wife's late husband was a school teacher and a member of the State Teachers Retirement System (Ohio). He died in 1981 and she and her daughter received death benefits (she until she married me in 1… read more
Robin D.
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I have a friend that lost her husband in a house fire. He
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Phillip B, EA
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I moved from ca. on 1/30/2010 to tn. after living in ca. for
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I have a retirement plan with a former company. When I left
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I am the designated benificiary of a retirement acount of a very good friend of mine that had no spouse nor any children or immediate family. The plan was with Wyoming Retirement System. He was ill wi… read more
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I have a disability policy that was bought with after tax funds.
I have a disability policy that was bought with after tax funds. The benefits are hence tax-exempt. The insurer is "offering" a lump-sum distribution. Would the lump sum be subject to state or federal… read more
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STATE OF INDIANA IS STAYING I OWE TAX ON PENSION PLAN THAT
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Ed Johnson
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Bachelor's Degree
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My husband received a partial lump sum payout of 46,000.00
My husband received a partial lump sum payout of 46,000.00 when he retired. We received 35,000.00 of that after taxes. My understanding is that those 9000.00 in taxes would be all we would have had to… read more
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