General Retirement Planning

More in General Retirement Planning

Does My Ex Husband Have to Be 62 Before I Can File Social Security Benefits on His?

The Social Security Administration doesn't just pay retirement benefits to workers; it also pays them to the spouses and ex-spouses of workers. Spouses and ex-spouses are eligible for benefits of up to one-half the amount paid to the worker. You can file for Social Security ...

How to Determine Your Tax Bracket at Retirement

When you're planning for retirement, a major factor affecting your savings decisions involves predicting the tax rate you're going to pay on your retirement income. There's no magic formula to figure out your tax bracket at retirement, especially if you plan to work for another ...

How to Retire at 60

As lifetime pensions fall out of favor and the Social Security program remains the topic of hot debate, Americans are relying more and more on personal savings to fund retirement. The problem with early retirement is that for each year you retire early, you have one less year to ...

Can a Wife Draw Social Security From Her Husband if She Has Her Own Retirement Plan?

A wife is eligible to receive Social Security retirement benefits based on her husband's records. In fact, 2.4 million spouses received Social Security benefits in 2011 according to the Social Security Administration. This is true even if the wife has her own retirement plan. ...

Is There a Minimum Monthly Social Security Payment Regardless of Retirement Earnings?

The Social Security system provides retirement benefits for those who have paid into the system through payroll taxes. The amount of the benefit depends on your lifetime earnings record. Social Security applies a mathematical formula to arrive at your monthly benefit, which ...

Do I Lose My Military & VA Disability Benefits When I File for SSA Retirement Benefits?

If you want to know if you lose your military and Veterans Affairs disability benefits when you file for Social Security Administration benefits, the answer is an unqualified “it depends.” While you will continue to have access to some benefits, the type of VA ...

What Is the Rule of 85 with Retirement?

As retirement creeps closer, knowing when you're eligible to retire becomes more important. While most plans have a set date at which you can take full retirement, you might be able to retire earlier if you satisfy the "rule of 85." Some pension plans use the rule of ...

Does it Matter If You Earn Money After You Sign Up for Social Security Retirement Benefits?

Many people who collect Social Security retirement benefits continue to work. If you earn significant income in retirement, it can affect your Social Security retirement benefits in two ways. It can reduce the amount you receive in SS retirement benefits, and it can determine ...

Does Claiming My Parent as Dependent Affect Her SSI or SS Benefits?

If you're lending a financial hand to your parents, your well-intentioned efforts may have consequences for their Social Security benefits. Although Social Security disability and retirement benefits are not "means tested," Supplemental Security Income does take into ...

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