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Recent Widow questions

I am marrying a widow who receives SSI based on her own

I am marrying a widow who receives SSI based on her own earnings record. I am also receiving SSI on my record which is greater than twice what my wife receives now. After marriage, can my new wife increase her benefit to half of my benefit?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: We are both 78 years old and have been receiving benefits for several years

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

22,454 satisfied customers
I currently receive widows benefits but I have not retired

HI, I am Lorraine. I currently receive widows benefits but I have not retired from my full time job. I am currently on LOA. I want to know if I retire from my job will I be eligible for retirement benefits.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: I think thats it.

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LawTalk

Attorney at Law

Juris Doctor

38,532 satisfied customers
I have a question about survivor benefits for a widower.

I have a question about survivor benefits for a widower.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. Please tell me more, so we can help you best.Customer: Section 407.2(D) of the Social Security Handbooks says that if you take surviving widow(er) benefits at a reduced rate before you reach full retirement age that "Entitlement to this reduced rate may result in a reduction in any disability or retirement insurance benefit to which you may later become entitled." It does not further explain this. What are the circumstances where some later benefit could be reduced?JA: Is there anything else important you think the Retirement Accountant should know?Customer: I will be age 60 soon. If I take a reduced survivor benefit based on my late wife's record - is there any way that could cause my own benefit (which will be larger) to be reduced when I claim it?

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LawTalk

Attorney at Law

Juris Doctor

38,532 satisfied customers
My client is a widow (just lost her husband last month) and

Hello, My client is a widow (just lost her husband last month) and she has 3 children all under 18 years of age. Her late husband had an income of approx. 130,000 per year for the last 8 years. Can you provide a rough estimate on her survivor benefits? We have an apt. at the local office on 06/29/2016 but I am trying to do some financial planning for her in the mean time. Thanks, MarkJA: 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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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

22,454 satisfied customers
When I signed up this year for Part A, The lady told me I

When I signed up this year for Part A, The lady told me I would be going under my late husbands social security. I didn't pay attention to it when I first got it. She used my social security number instead of my late husband. I would draw more using his. Everyone said she made a mistake by using my social security and instead of his. Is this something I need to try to correct. I will be 66 in Jan of this year. Need to know if I need to change my social security to his.JA: The Retirement Accountant will know how to help. Is there anything else important you think the Retirement Accountant should know?Customer: I just need to know if the social security office needs to do a correction so I will be drawiing my late husbands social security.

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

5,920 satisfied customers
I am a 73 yr old widow. I am receiving my deceased husbands

I am a 73 yr old widow. I am receiving my deceased husbands social security. If I remarried would I loose his social security. the amt. is $19,000 a year and being a diabetic and taking a lot of meds I would still need his check. thanksJA: The Retirement Accountant will know how to help. Is there anything else the Retirement Accountant should be aware of?Customer: no

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

5,920 satisfied customers
Looking for a Social Security expert, IN, yes, I will be 70

Looking for a Social Security expertJA: What state are you in? It matters because laws vary by location.Customer: INJA: Has anything been filed or reported?Customer: yesJA: Anything else you want the lawyer to know before I connect you?Customer: I will be 70 in 2017 & have not received any benefits based on my SSA record. I did a "file & suspend" in 2014 so my wife could receive a spousal 50% benefit based on my FRA earnings and both planned to wait to apply for our individual benefits until age 70.My wife died @ age 67 in 2015. I applied in a local SSA office and received her full Survivor (Widower) benefit for 11 months,then it stopped. SSA say they made a mistake and invoked 404.337 because my "entitled benefit" is greater than my wife's survivor benefit and they are also requiring $26,103 returned due to their mistake. If they are wrong, I have missed out on 8 additional monthly payments. Since I have received $0 based on my long work career from SSA, I believe I am still due my wife's survivor benefit until I turn 70 and claim my own, higher benefit. If I am correct, I must next request a hearing soon. Do you agree with me or the SSA?Thank you for a quick response!

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Stephanie O Joy, Esq

Managing Lawyer/Advocate

Doctoral Degree

12,208 satisfied customers
I am 60 year old working have been a widow for last 11 years

I am 60 year old working have been a widow for last 11 years can I draw off late husband how do I find out how much I could draw and still work I work at local hospital for 15 years on midnightJA: The Retirement Accountant will know how to help. Is there anything else the Retirement Accountant should be aware of?Customer: it will take at least 6months if I retire before I can collect from them

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Chad CFP ®

Certified Financial Planner(R), Pro

Master's Degree

366 satisfied customers
If i get married and spouce dies do i get his social

if i get married and spouce dies do i get his social securityJA: The Retirement Accountant will know how to help. Please tell me more, so we can help you best.Customer: I am going to get married to a man who is retirerd and newly divoce , IF HE DIES OR I DO ARE WE ENTITLED TO EACH OTHER BENEFITS?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: SO I SHOULD SEEK A RETIREMENT EXPERT? SOMEONE MADE IT CLEAR THAT IF HE OR I PASSES WITHIN FIVE YEARS OF OUR MARRIAGE WE WON'T BE ENTITLED TO EACH OTHERS BENEFITS IS THIS TRUE

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

5,920 satisfied customers
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