Hello this is your official reminder to RSVP for the Social Security event.

It’s going to come very fast since this weekend is a holiday weekend … Capital Markets and our office will be closed on Friday.

We look forward to seeing you and a friend where the subject matter may be applicable at our Social Security event Saturday, April 27 at DAC – Dallas Athletic Club at 10 AM for a fun special informative visit with our local Social Security expert and former Social Security three decade Employee, Mr. Tom Clark !

Here are our questions so far- but we want more – keep them coming!

1. Last time we spoke you were VERY certain Social Security would be there for all of us upon retirement – With all of the changes, do you still feel this way?
2. Can you explain the divorced verses divorced and remarried benefits?
3. Have you ever heard of someone being offered a lump sum of retroactive Social Security benefits?
4. November of 2015 ushered in new laws and changes, are there any neat techniques that survived?
5. Can you explain non US citizen spousal benefits?
6. We have been told many of the benefit statements are not always accurate, understating the actual eventual benefit, has this been your experience?
7. How much can I earn and not receive penalties if I retire before my full retirement age?
8. The Full Retirement Age keeps being pushed out, will this continue? Is there a schedule?
9. How long do I have to report my Social Security earnings if they were not reported by an employer?
10. For many years I did not draw on an ex spouses earnings by accident – using only my earnings benefit, can I request some sort of look back to get my full benefits?
11. If want to change my Social Security election decision after I made it and have been drawing benefits, Can I do that?
12. Do I have to take Social Security Benefits ? What if I do not want to?
13. Is it better to sign up in person or use the website, or does it matter?
14. My wife is not a US citizen, does that affect her spousal benefits?
15. Will Social Security always be there in your opinion?
16. What percent of people take benefits early, at full retirement age and as late as possible?

Send questions to jen@jkfinancialinc.com – We welcome any and all!

Here is your personal video invite:

Here is your traditional invite:

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Have a Great “Soon to be Social Security Experts” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

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