Wages, Monthly Earnings Test, and First Year Rule – Q&A #1930

August 10, 2019

Wages, Monthly Earnings Test, and First Year Rule – Q&A #1930

Join Chris as he tackles a wide array of listener questions solo while Jim is out on a fishing trip; subjects about working after retirement, accessing Social Security accounts online, the earnings test and more.

3:07 An Alabama listener asks about working wages after retirement.

7:44 An Illinois listener asks about the possibility of Social Security benefit changes after a state relocation.

9:30 A Texan listener asks about Social Security benefits subject to the earnings test if one spouse is retired sooner than the other.

14:03 A Californian listener asks about accessing her Social Security account online.

15:50 A Floridian listener asks about the Social Security First Year rule.

21:02 Chris answers a bonus 6th question, helping another Texan listener understand how the monthly earnings test applies to her complicated situation.

 

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.