Social Security

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Q&A
Asked by an anonymous user
Is the retirement savings in addition to your pension? What are your monthly expenses? What are your goals in retirement? How much of your retirement savings are you c...
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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...
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Q&A
Asked by an anonymous user
Answered by Stephen Hartel, MBA, AIF in Denver, CO
As long as they were married for 10 or more years, the wife can choose the larger of her own benefit or her husband's.
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Q&A
Asked by an anonymous user
Answered by Stephen Hartel, MBA, AIF in Denver, CO
If you don't need the income, then you are better off waiting. Your benefit grows each year (up to age 70) as long as you don't take it. Once you start taking it, then...
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...
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