by Jim Schwartz, CFP®, RICP® | Oct 2, 2019 | Social Security & Other Income
Do I Get to Keep My Husband’s Pension? This is one of the most common questions asked of the recently widowed. Unfortunately, the answer is, it depends. In this post we will look at what a pension is and isn’t, look at common pension payout options, and understand how...
by Jim Schwartz, CFP®, RICP® | Feb 10, 2019 | Social Security & Other Income
Social Security Benefits When a Spouse Dies, Part III Specific Examples and Important Lessons Learned In the last two posts we covered the basics of Social Security (SS) including terminology, the SS timeline, and how benefits claimed early, on-time and delayed affect...
by Jim Schwartz, CFP®, RICP® | Jan 6, 2019 | Social Security & Other Income
Social Security Benefits When a Spouse Dies, Part II The Social Security Timeline and General Rules Affecting Survivor Benefits In the last post we covered some of the basics of Social Security (SS) including how to access and review a SS benefit statement, common...
by Jim Schwartz, CFP®, RICP® | Dec 30, 2018 | Social Security & Other Income
Social Security Benefits When a Spouse Dies, Part I What the Widow Needs to Know About the Social Security Benefit Statement and More... One of the most common questions asked of a new widow is what happens to Social Security benefits after the death of their spouse....
Recent Comments