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..

money

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