Financial Planning / Retirement Questions
Social security
I was planning on waiting until next year, when I turn 70, to take my social security. I’ve heard that..
Retirement planning
I turn 65 this year. Widowed 10 years ago. Still working full time. Own a house with a mortgage of..
Your news article (Published today 9/1/22 Dispatch, Moline, Illinois)
Clarification as not clear to me in article. Was “Ellen” granted her husband’s larger pension PLUS her own smaller pension?..
Social security on spouse’s account
Can I get Social security payment from my hubby even tho I get a pension. He is collecting his now..
Will or Living Trust
Our assets include 401(k), 2 rental single family houses and a primary house. Current bank account. 2 children one married..
maximize my SS .com
I cant find the website. I heard you talk about it on WGN
Social Security
Hi, In September i will received my first SS payment. I will 70 on 9/3 and will continue to work...
Opting out
In the 70s I opted out of Social Security for religious reasons I had less than 40 quarters before I..
Divorce property settlement
I recently divorced. We are supposed to split our two properties. Secondary home in Florida and condo in Illinois. We..
Social security benefit
My husband is 78 years old. I turn 70 years old in Sept 2022. For the past few years, I..
IRA distributions and taxes
I am 68 and am not collecting social security now. We plan on waiting until I’m 70. My husband is..
Annuities
What percentage of my retirement savings should i put into an annuity? My advisor says i should move 50-60% of..
Stock investment for a windfall?
Hi Terry, love your website. Currently retired, married, no debt whatsoever. Both of us drawing nice pensions, but no social..
Retirement Spending
It seems I hear advice from my FA about allocations and positioning regardless of my age, but when I ask..
Social security
I am going take my SS April 2023 full 66 and 4 month. I’m still working self employed painter My..
Social security
What amount does surviving spouse when other spouse dies? Simple Example: (numbers made up so may not make perfect sense)..
Passing Investments to Children — Millions!
I have a large amount of investments/wealth I will be passing on to my children. My wife and I creating..
Social security– getting largest benefit
April 2023 I will take social security 66-4 months. I’m still going to work. My wife is better off taking..
USING THE MAXIMIZE MY SOCIAL SECURITY WEB SITE YOU RECOMMENDED
At what age should I use the Maximize my Social Security web site you recommended
Social Security
Terry, what is spousal benefit for the survivor of a deceased ex spouse? We were married for 33 years neither..