Fantastic Social Security and Medicare Questions … Thanks

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?


  • 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
8222 Douglas Ave # 590
Dallas, TX 75255

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