Tag: Spousal Benefit

Surviving Spouse Benefit: What Kind of Income Would Your Spouse Like?

By on August 28, 2019 in Retirement with 0 Comments
Surviving Spouse Benefit: What Kind of Income Would Your Spouse Like?

The author says that federal retirees can wind up paying more taxes than they have to due to misunderstanding available survivor benefit options.

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Maximized Pension vs Survivor Protection: A Fresh Take on an Age Old Debate

By on December 12, 2017 in Pay & Benefits with 0 Comments
Maximized Pension vs Survivor Protection: A Fresh Take on an Age Old Debate

Is the Surviving Spouse Benefit a good buy for federal employees? Here are some considerations.

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Be Aware of TSP Spousal Beneficiary Rules

By on February 7, 2017 in Pay & Benefits, Retirement with 0 Comments
Be Aware of TSP Spousal Beneficiary Rules

A TSP participant can designate anyone as a beneficiary to a TSP account, however, only a spousal beneficiary can choose to leave the funds in TSP. The author says it’s important to understand all implications of a spousal beneficiary deciding to keep funds inside of the TSP.

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Can I Apply for Half of My Husband's Social Security While Waiting to Withdraw Mine?

By on September 1, 2015 in Q&A, Retirement with 0 Comments
Can I Apply for Half of My Husband's Social Security While Waiting to Withdraw Mine?

I am planning to retire at age 63 and waiting to withdraw my Social Security until I reach age 66. While my husband is still working, can he withdraw his Social Security at age 64? Can I apply for half of his Social Security while I am waiting to withdraw my Social Security?

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What Should You Do If Your Spouse Dies and You Have a Spousal Annuity?

By on January 7, 2015 in Q&A with 0 Comments

If your spouse dies (no children) and you have a spousal annuity, what should you do?

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OPM Proposes New Definition of 'Spouse' as it Relates to Federal Benefits

By on June 23, 2014 in Current Events with 0 Comments

In response to the announcement from the Obama Administration that it is extending marriage benefits to same sex couples, the Office of Personnel Management has proposed changing the definition of spouse for the purposes of providing federal benefits.

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Can the FERS Supplement for a Spouse be Lost?

By on May 21, 2014 in Q&A with 0 Comments

If an employee remains retired but the spouse works and makes more than 15k, does the FERS supplement drop out?

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Can I Do the Restrictive Spousal Benefit?

By on May 9, 2014 in Q&A with 0 Comments

Can you do the restrictive spousal benefit if you wait until full Social Security retirement age?

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Social Security Benefit for Resident Alien

By on May 7, 2014 in Q&A with 0 Comments

My wife is German, but is a resident alien of the US. Will she be entitled to a Social Security benefit even though she has not worked in the US?

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What Happens to the Spousal Benefit After Wife Passes?

By on April 25, 2014 in Q&A with 0 Comments

If a wife passes no later than 12-31-14, does her husband continue to receive a spousal benefit, after she passes?

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