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Asked by a 57 year old woman from OK on 5/1/2015
Steve Chen
Steve Chen,  says
You can run some scenarios here to see how well your plan may hold up over time https://www.newretirement.com/retirement-calculator/default.aspx (Read More)
Asked by someone from CA on 5/3/2015
Steve Chen
Steve Chen,  says
Only if the income from the inheritance is large - a lump sum inheritance should not impact your social security benefit since it's not income from work. (Read More)
Asked by a 57 year old man from CA on 8/7/2012
Personal Financial Planning Department
Personal Financial Planning Department, CFP says
The term financial advisor is very general and could describe almost anyone in the financial services industry. Currently with this term there is no set guidelines as to what education level the person calling themselves financial advisors has, the scope of their services, or the specific field they are working in. Basically anyone can call ... (Read More)
Asked by a 63 year old man from TX on 4/26/2015
A NewRetirement User says
I have looked at ss website and learned of spouse benefits. If she waits to take benefits at full retirement age, If I then take mine as well, would I be able to take spouse benefits on her earnings, as that figure will most likely be higher since I am subject to wep? (Read More)
Asked by a 63 year old man from TX on 4/26/2015
Henry Hebeler
Henry Hebeler,  says
You can only get an answer for this by filling out a 1040 return. She is not eligible for Social Security until she is 62 unless she is in a special condition such as being disabled. Your income will not affect her benefits other than possible taxes on that income. In general, it is not a good idea to start Social Security at the earliest ... (Read More)
Asked by someone from WI on 4/25/2015
Henry Hebeler
Henry Hebeler,  says
It may or may not. Taxes depend on your total income. Go to the IRS Publication 1040 instructions for a personal answer. (Read More)

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