Miscellaneous

Is It True That I Can't Get Spousal Benefits Because My Part B Premium Amount Is Too High?

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My wife and I both were born before 1/1/54. She filed for retirement benefits 2/1/18, when she was 66. I filed a restricted application 3/1/18 when I was 66 for a spousal benefit, leaving my personal benefit to grow until I turn 70. My wife was a teacher for most of her life and her did not contribute much to social security. I sought a 50% spousal benefit. At first social security was fine with this, but then then told me I can't have it because my Part B Premium (which includes IRMAA) exceeded the spousal benefit I would be receiving. Is this true?
Thank you,

Will My Benefit Amount Change If I Relocate To Puerto Rico Or A Foreign Country?

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I was born in Puerto Rico, leaving when I was six. My entire work and tax paying history has been in the United States. How will my benefit be calculated and awarded if I continue to reside in the United States once I have claimed my benefit for Retirement? Does the benefit amount change if I relocate to Puerto Rico, or any other country during Retirement?

Hi,

Can Social Security Reduce My Son's Benefits Because Of Support He Gets From The State Of California?

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My disabled adult son lives with his father in CA. His father has not reached full retirement age yet but retired early to care for our son. He is collecting SS and receives a small amount of money from California In Home Support Services to aid in his care/shelter. It has enabled him to remain in his home rather than have to live in a group home. It's the best solution, he is very severely disabled with autism.

If I Have 40 Credits, Can I Draw Benefits Even If I Move Back To My Home Country?

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Scenario
I move back to my home country 30 years before retirement after accumulating 40 credits and never return to USA.

Can i still get ssa benefits once i turn 65 and living in my home country ?
or
Can my son ( who is a US citizen and currently less than 4 yrs old) avail the benefit later in his life ?

Hi,

Will My Romanian Social Security Pension Be Tax Exempt In The U.S.?

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I'm Romanian but will get my green card soon. When I start receiving my Romanina social security pension, would it be tax exempt in the US? it seems from the US-Romania tax treaty that that's the case but was unsure since it seems my social security pension is taxed in Romania...

Hi,

I'm sorry, but my expertise is limited to U.S. Social Security benefits, so I'm not able to answer tax questions.

Best, Jerry

Will Social Security Increase My Father's Benefit Due To My Mother's Death?

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Hi Larry.. My mother, who was a homemaker never contributed to social security , however she collected 600 or so a month at the time of her passing three weeks ago roughly. My father receives roughly 1100. Combined they were able to live ok, however, she passed on August 29th and the amount that was deposited on her behalf was withdrawn once the death certificate was issued.

What Should We Do?

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Hello. We do not know what to do about the following situation. We had 2 scheduled phone calls with a Technical Expert concerning my girlfriends eligibility for paid Medicare Part B under her late husbands work record pertains to Medicare Federal Employment Provision 810.5.6.