Social Security

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Q&A
Asked by Patricia
Answered by Karl Leonard Hicks, CFP® in Riverside, CA
The best way to answer this question is to request a Benefits Estimate from social security. You may go online to their website (www.ssa.gov) and request a statement o...
Guide  

Q&A
Asked by an anonymous user
Answered by Karl Leonard Hicks, CFP® in Riverside, CA
Social Security Benefits can be a very complicated issue. There are several factors that determine your eligibility and the others that determine the amount of benefit...
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News  

Q&A
Asked by Vickey
Answered by Chad Freeman, Branch ManagerPRO+ in Bethesda, MD
Vickey: I believe that Mark provided a thorough answer to your question, but I would add one more item since you are looking to take cash out. Take note of what you...
Q&A
Asked by an anonymous user
Answered by Alex Bentley, Financial AdviserPRO+ in Pacific Palisades, CA
You really need to consult with an accountant. It would be well worth the money.
Q&A
Asked by Edna
Answered by Helen Barbre Stephens, Financial Adviser in Fort Worth, TX
Hi Edna, As when dealing with anything tax related, the answer is "that depends". A portion of SS benefits is taxed if income above a "base amount" (which is determi...
Q&A
Asked by an anonymous user
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
I don't see anyone here mention that collecting SS @ 62 and continuing to work will cause a takeback of the SS benefits. For every $2 of earnings over the threshold o...
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