Timothy Sumer

Because Social Security is the bedrock of the majority of American's retirement income, when your spouse passes away as you are in or nearing retirement years, this question, "What happens to my spouse's Social Security when they die?", becomes incredibly important for the surviving spouse to answer. This video goes over three different scenarios that could apply to you: when you are both already claiming Social Security, When one or neither of you is claiming Social Security, and when the surviving spouse was a collecting/entitled to a non-Social Security pension. LADIES: Join my online community = ====================== My industry is so regulated that I’m not able to answer comments here. Have a clarifying question? Facebook message us: Want to get started working with me? In the meantime – like & subscribe if you like what you see. ====================== Obligatory disclaimers: Securities offered through Kestra Investment Services, L...

For the folks who have had multiple jobs both in the Social Security system and outside of it (teachers, state employees, etc), the Windfall Elimination Provision factors into their retirement income. Its not a simple adding of your Social Security benefit plus your PERS/STRS/SERS pension. There is an offset to the monthly income from Social Security. Check out this video to see how it works. Link referenced: LADIES: Join my online community = ====================== My industry is so regulated that I’m not able to answer comments here. Have a clarifying question? Facebook message us: Want to get started working with me? In the meantime – like & subscribe if you like what you see. ====================== Obligatory disclaimers: Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services LLC (Kestra AS) an affiliate of KestraIS. Pleasant Wealth, LLC is not...

If you have been married and divorced, you could be eligible for a Social Security benefit based on your ex-spouse's Social Security record. Find out how it works in this video. LADIES: Join my online community: ====================== My industry is so regulated that I’m not able to answer comments here. Have a clarifying question? Facebook message us: Want to get started working with me? In the meantime – like & subscribe if you like what you see. ====================== Obligatory disclaimers: Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services LLC (Kestra AS) an affiliate of KestraIS. Pleasant Wealth, LLC is not affiliated with Kestra IS or Kestra AS.... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https...