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1 Ans

My husband passed in 2018. I was only 52 years old. Will I be able to collect his social security benefit when I turned 60?

1.10K viewspaul@id-financial.com Answered question September 26, 2023Financial Planning

0 Ans

restricted stock given some under RSU-time and VA-time. The RSU was cancelled and I believe reissued under VA-time. Question is why did it reissue for more?

1.26K viewsBrian Thorp Changed status to publish September 17, 2023Investing

1 Ans

I’m 62 years old and I’ve been receiving spousal support since 60 can I start to receive my husbands social security now or what?

1.30K viewsChris Ward Answered question August 5, 2024Retirement Planning

2 Ans

How should I invest after retirement?

1.55K viewsChris Ward Answered question August 5, 2024Retirement Planning

1 Ans

How long does it take to get out of $80,000 in credit card debt?

1.41K viewsjustin@coastalwealthadvisors.com Answered question October 16, 2023Get Out of Debt

1 Ans

My spouse passed away in 2022 unexpected. My question is we have rental property. The residential home has a mortgage on it of $157,000.It is in a good rental area.The orther house is rented but no mortgage. Should I sell the rented house to pay off the house with the mortgage. Thank you. Lori

1.28K viewspaul@id-financial.com Answered question September 26, 2023Real Estate

1 Ans

When my spouse dies and I no longer have his social security for income, would I be eligible for survivor benefits?

1.29K viewsjoseph.carbone@focusplanninggroup.net Answered question October 13, 2023Financial Planning

1 Ans

My ex-husband died at 60 yrs old. He was in the Army and never drew his retirement. He had over 20 yrs enlisted most of that time he was in the Army Reserves. We were married 25 yrs and divorced 3 yrs. Am I eligible to draw his military retirement? If so, do I have to wait till 65 to draw it? Thanks for any insight you can give me.

1.46K viewsMike Hunsberger, ChFC®, CFP® Answered question September 8, 2023Retirement Planning

1 Ans

What are great personal finance books that beginners should start reading to get a head start on their finances?

1.23K viewspaul@id-financial.com Answered question September 26, 2023Financial Planning

1 Ans

What is/are great personal finance books that beginners should start reading to get a head start on their finances.

1.28K viewsBryan Answered question September 17, 2023Financial Planning

1 Ans

How can I increase my fixed annuity from only earning 2 percent interest to a better return?

1.35K viewspaul@culbrethwm.com Answered question October 3, 2023Retirement Planning

1 Ans

Will contributing more to my 401k lower my tax bracket? For example, say I make 50k (bracket with 22% rate) and contribute 6k to my Traditional 401k ($44,725 is the max for the bracket with a 12% rate), will I be placed in the lower bracket?

1.49K viewsZack Swad, CFP® Answered question June 7, 2023Tax Planning

1 Ans

Is it a good idea to buy a house in another state and rent it out?

1.46K viewspaul@id-financial.com Answered question May 21, 2023Real Estate

1 Ans

How can I minimize taxes on RMD besides charitable contributions?

1.82K viewsZack Swad, CFP® Answered question June 7, 2023Retirement Planning

1 Ans

I have owned a small business for 5 years that’s now profitable, and I’m unsure how to optimize my compensation for taxes. What do I need to consider?

1.40K viewspaul@id-financial.com Answered question May 21, 2023Small Business

2 Ans

I’ve saved over $600,000 in my 401(k) plan and plan to retire soon. My HR department says I can choose to keep the money in the 401(k) plan after I retire. What should I do?

1.61K viewsZack Swad, CFP® Answered question June 7, 2023Retirement Planning

1 Ans

Can I file on my husbands SS benefits if his is larger than mine? He has made a lot more than me in his working lifetime. I will be 65 in May and he will be 70 and has already started drawing his. We are both still working fulltime. My FRA is 66 and 8 months.

1.58K viewsIan Weiner Answered question April 13, 2023Retirement Planning

1 Ans

I am 70 years old , I was going to retire then decided to keep working. I started taking my Social Security but now that I am still working how should I handle this? My salary is $98,000 per year. My savings and 401 is only approx. $100,000

1.57K viewsBrian Thorp Unselected an answer April 17, 2023Retirement Planning

1 Ans

Can I draw on my ex-husband social security at 62 and still work? We were married for 25 years and I have not gotten remarried. I don’t plan on retiring until I am 67.

1.72K viewsJing Kimberly Zheng Answered question July 31, 2024Retirement Planning

0 Ans

I’m 70 and adopting my new wife’s 7-year old daughter in the Philippines. I’m told she gets as much as 50% of my SS through college. Your input?

1.52K viewsBrian Thorp Changed status to publish April 10, 2023Family Finances

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