Browse by Categories - AssetBuilder Inc. - Registered Investment Advisor

Register | Sign in | Contact Us

AssetBuilder Inc, - Registered Invesment Advisor - Simple Investing Smart Future

in

All Categories » Q&A (from print) » Social Security (RSS)

Call Us	Email Us	Need Help?

Browse All Categories

All Categories » Q&A (from print) » Social Security

Article
10
Sep 08

Life, Death and Social Security Benefits

By Scott Burns Q: I am 69 years of age. I have been receiving Social Security benefits for the past four years. My current monthly payment is $1,888 per month. If I give back my total benefits of $84,960, Social Security will increase my monthly payment to $2,414.80 (a gain of $526.80). What is the actual...

Posted to Registered Investment Advisor (Weblog)

Article
03
Sep 08

Taking Social Security Benefits Now vs. Later

By Scott Burns Q. I'm 61 and will be eligible for Social Security benefits next year. From the numbers provided by the Social Security Administration, the difference between the age 62 payment and the full retirement (age 66) payment is about $595 per month. Would I not be wise to start withdrawal...

Posted to Registered Investment Advisor (Weblog)

Article
16
Jul 08

Steps for Getting a Guaranteed Lifetime Income

By Scott Burns Q. I am 73 and have investigated buying back the Social Security benefits I took at age 62. The buyback number is $158,529. My current monthly benefit is $1,231. A total buyback would give me a new monthly benefit of $2,019. This is a difference of $788 a month. My spouse is approaching...

Posted to Registered Investment Advisor (Weblog)

Article
16
Jan 08

Where to Learn More About Your Social Security Benefits

By Scott Burns Q: I just read your response to a reader concerning the impact of his Social Security benefits on his standard of living in retirement. How does one find out what the benefits will be? Sure, the government sends you a statement each year. But is there another source? For instance, how...

Posted to Registered Investment Advisor (Weblog)

Article
10
Oct 07

Why We’re All Confused about “Safe” Withdrawal Rates

By Scott Burns Q. You confused me recently in a column about safe rates of withdrawal. I am 68 years old and 80 percent invested in CDs. My CDs are currently paying between 5 percent and 5.5 percent. If I withdraw only 4 percent or 5 percent from my investments, I will have more money when I die than...

Posted to Registered Investment Advisor (Weblog)

Article
06
Dec 06

The Impact of Future Earnings on Social Security Benefits

Q: A recent column of yours answered an important question about Social Security. The annual statements regarding retirement payments are in constant dollars. Another question not addressed in those statements is: How does the amount of future earnings (and Social Security tax contributions) affect my...

Posted to Registered Investment Advisor (Weblog)

Article
15
Nov 06

Social Security, Taxes and Deferral

Q: I'm 34 years old and, despite my master's degree in public policy, a little confused by the numbers Social Security sends me in their little green and white "Social Security Statement" mailer. They say that if I retire at age 67, my payment would be $1,984 per month -- less if I retire early, more...

Posted to Registered Investment Advisor (Weblog)

Article
07
Jul 06

In Doubt about Social Security Benefits?

Q. In a recent column (June 2, 2005) a reader's question mentioned that part of his income was a Social Security check, as well as some part-time income of $36,000 per year. I am also receiving Social Security and was told by the Social Security Administration I could not earn more than $14,000 in any...

Posted to Registered Investment Advisor (Weblog)

Article
09
Jun 05

“Other Income“ and Social Security Taxation a Complicated Subject

Q. Your recent article on the taxation of social security benefits and "other income" was of special interest. I noted that house equity from the sale or refinancing of one's house is not considered other income. Is the income generated from a reverse mortgage included in the "not other income" category...

Posted to Registered Investment Advisor (Weblog)

Article
31
Mar 05

Rules of Thumb Aren‘t Meant To Be Precise

Q. My wife and I are in our mid seventies and are allocating our assets between stocks and bonds. A few years ago we decided that by the time we were 80 we should have 80% bonds and 20% equities. This method would now require a substantial move from stocks to bonds, which we don't want to do. In a column...

Posted to Registered Investment Advisor (Weblog)

Page 1 of 4 (35 items) 1 2 3 4 Next >

Contact Us | Code of Ethics | Privacy Policy | Site Feedback | Disclosure Information | ADV Part II | Press Room

Copyright © 2007 - 2008, AssetBuilder Inc - DFA Advisor. All Rights Reserved.