Social Security Page 11

Social Security Questions

WEP/GPO

Terry, I know the WEP/GPO Legislation passed and was signed into law. All we are waiting on is when the..

Social Security reductions of benefits for Municipal Workers

The new law that was just passed, that eliminates the reduction of Social Security benefits for those who are receiving..

social security benefits

My wife is 75 years old and is receiving a teacher’s pension. She did not work enough to qualify for..

Fairness act

I was receiving SS (2012) then was told I was over payed. I paid $5,000.00 back, they’re reason my Government..

pension and ex spouse’s social security

I earn a government pension. Would I qualify for half of my ex’s social security she earned while we were..

Social Security

Hi Miss Terry, My wife passed away May 30, 2023. Our children are 20 and 21. Are they able to..

upon death social security

married 35 years upon my death does wife collect my social security benefits for the rest of her life?

Collecting deseased husbands Social Security

Hello, If I start collecting my late husbands social security, what is the limit I can make working? Also, if..

Social security fairness act

With the passage of the social security fairness act I am now eligible for spousal and survivor benefits. Should I..

Choosing an Accountant / CPA

Hello Terry, Do you have any advice on choosing an Accountant / CPA for personal tax preparation? I prefer to..

Capital Gains Tax

Have two minor aged (15/17) grandsons who I gifted 100 shares of stock each. I paid approx $30/share. The company..

IRMAA

Just read your article. We(my husband) received stock options that we exercised every year for 10 years and they are..

IRMAA

HELLO, i ignorantly files 2023 taxes as married separate. on 11-27-24 i took 2 sworn statements from wife and i..

taxable event related to long term stock sale – any way to offset tax impact in 2024?

I sold stock in August 2024 and have realized long term gains of about $700k this year. I naively didn’t..

Early Pension Withdrawl penalties

I am hoping you can guide me. I had some hardship in 2023 and withdrew the last of me IRA..

Stock Contribution (Transfer) to 501C Church Organization

I transferred stocks to a church 4 years ago but they are not able to obtain the required medallion in..

Owing Tax to IRS

Can you make a recommendation for a trustworthy business to help reduce tax debt?

TRS income from substitute teaching

I have a few hundred dollars in my TRS account when I substitute taught for 6 months in 2005. Can..

Capital Gains Tax

My hubby and I have sold 2 houses, neither one did we make over $250,000. I will be moving next..

Tax refund

I e-filed my federal return in February. I have not received my refund as of today. I went to the..

money

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