Fantastic Social Security and Medicare Questions … Thanks

Questions for Social Security and Medicare Event

We asked and you delivered. Thanks very much for your questions that will drive the direction of our event this Thursday May 1, 2014. Here are a few of your terrific questions.

Social Security Questions

  • People talk all the time about SS going bankrupt in the future, Do you believe this?
  • What exactly are my spouse’s benefits?
  • What benefits will an ex-spouse receive, if any?
  • What are the implications of re-marrying a spouse with a lesser income and credits?
  • Tell me the best techniques for spouses of great age disparity
  • Is there a time that if I am receiving a pension you will not qualify for social?

Social Security File and Suspend Related

  • What file and suspend is, and how does it work?
  • Why is file and suspend is so important?
  • Who can benefit most from a file and suspend strategy?
  • Can you mentions specific file and suspend scenarios?
  • What are the benefits of having my wife file on my benefit and then suspend my own benefit in order to get a higher benefit later own? Does this harm my wife’s benefits?
  • There are reports of recent legislation attempting to limit or ban this technique, do you have any comments?

 Medicare

  • Please explain the alphabet parts?
  • I plan on working beyond age 65 and my employer has insurance, what do I do?
  • Do I have to take Medicare if I am covered by a company plan?
  • Please explain the gap policies and what is their purpose?
  • When should I enroll in Medicare?
  • Will I be enrolled in Medicare automatically?

Well done everyone. These are super questions and we look forward to digging deep into the answers later this week.

Have a Great Monday!

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75255

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