Social Security Questions
Spousal benefits
My friend’s husband died and she was told by her attorney and social security in Wisconsin that she could not..
Husband passed away
I was wondering I heard I can call social security and get death benefits for my husband he’s 54 and..
SS Fairness Act
Must I apply for the money now owed me under the SS Fariness Act? If not, will the government automatically..
Medicare & SS eligibility
Hi, my sister was a teacher and did not qualify for SS or Medicare because she did not have the..
social security online site
I can no longer log into my social security online account. I`ve had no trouble for the past 3 yrs..
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..