Retirement Planning Archives - Wealthtender

Retirement Planning Questions

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Can you work full-time job and collect SS from decrease spouse without penalties of reduction of SS wages from spouse after 62?

686 viewsWealthtender HQ Changed status to publish October 25, 2023Retirement Planning

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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?

852 viewsBrian Thorp Changed status to publish September 17, 2023Retirement Planning

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How should I invest after retirement?

1.03K viewspaul@id-financial.com Answered question September 26, 2023Retirement Planning

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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.

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

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

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

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How can I minimize taxes on RMD besides charitable contributions?

1.30K viewsZack Swad, CFP® Answered question June 7, 2023Retirement Planning

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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?

1.20K viewsZack Swad, CFP® Answered question June 7, 2023Retirement Planning

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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.

1.20K viewsIan Weiner Answered question April 13, 2023Retirement Planning

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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

1.15K viewsBrian Thorp Unselected an answer April 17, 2023Retirement Planning

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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.

1.25K viewsBrian Thorp Changed status to publish April 10, 2023Retirement Planning

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I’m 56. I was married to my ex husband for 19 yrs and got divorced, I remarried my 2nd husband for 19 months then he died of cancer, am I eligible to draw from my ex or my husband on Social Security?

1.24K viewsWealthtender HQ Changed status to publish April 6, 2023Retirement Planning

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What happens to my social security benefits if I die and I am not married, but have an adult child?

1.21K viewsJesse Carlucci, CFP®, Ph.D Answered question April 10, 2023Retirement Planning