Free Republic
Browse · Search
News/Activism
Topics · Post Article

Skip to comments.

Yes, a Nonworking Spouse Can Collect Social Security
Townhall.com ^ | May 12, 2010 | Carrie Schwab Pomerantz

Posted on 05/12/2010 12:42:03 PM PDT by Kaslin

Dear Carrie: While I am still employed, can my nonworking wife retire and receive Social Security benefits? -- A Reader

Dear Reader: There's a lot of confusion about whether or not a nonworking spouse is entitled to Social Security benefits, so I'm glad you asked this question. The short answer is that a nonworking spouse who has reached age 62 can collect Social Security based on the working spouses earning's record, once the working spouse has filed for benefits.

You say that you're still employed, so I'm going to assume that you're not collecting Social Security yet. I'm also going to assume, for the sake of simplicity, that your wife doesn't qualify for her own benefits. (If she did, she could file in her own name regardless of your filing status once she turned 62.) If my assumptions are accurate, while your wife may be eligible for Social Security benefits, she can't collect until you file for benefits yourself.

This sounds clear enough, but as with so much that has to do with the government and money, there are a number of rules and exceptions to complicate things a bit.

WHAT AND WHEN A NONWORKING SPOUSE CAN COLLECT

The Social Security benefit of a nonworking spouse is 50 percent of the full benefit of the working spouse. So if your full benefit is $2,000, your wife would be able to collect $1,000. However, the age limits that apply to worker benefits also apply to spousal benefits. There are two choices. Your wife can:

-- Take Social Security at age 62. But the 50 percent spousal benefit would be further reduced by about 25 percent for the rest of her life.

-- Wait until what the IRS designates as her "full retirement age" (between 65 and 67, depending on when she was born) to receive the full spousal benefit. In this case, she will receive 50 percent of your full benefit.

Just for the record, there is an exception to the age requirement if your spouse is caring for your child who is under age 16.

WHY TIMING IS IMPORTANT

Both you and your wife should give a lot of thought to when to begin collecting Social Security. For instance, if you applied early at age 62, your benefit would be permanently reduced. If your wife also elected to take Social Security early, her 50 percent benefit would be permanently reduced. That could make a big hole in your monthly income.

While it might seem smart to begin taking benefits as soon as possible -- after all, you'll then collect checks for a longer period of time -- it's a good idea to look at your "break-even age" before making a final decision. This is how long you need to live to make sure choosing a later date will give you greater lifetime benefits. You can find a break-even calculator at IRS.gov. It's definitely worth a look. Chances are, the longer you can each wait, the better.

ANOTHER STRATEGY

You don't say how old you are, but if you've reached your full retirement age, you could file for benefits, even though you're still working, and your wife could then file for the spousal benefit. At full retirement age, there's no limit on the amount you can earn and still collect full benefits. However, if you prefer to delay taking your own benefits, there's another strategy to consider. The IRS lets you file for Social Security and then immediately suspend your benefits. This would allow your wife to begin collecting a spousal benefit based on your earnings while you continue to work. At the same time, your own future benefit would continue to grow. Another plus to this strategy is that the larger your eventual benefit, the larger your wife's survivor benefit. That's because, should you die first, your wife would collect 100 percent of your Social Security.

As you can see, there are a number of things to consider. I'd suggest you talk to your financial or tax adviser about the best strategy for both you and your wife. A little planning can help maximize the total benefit for your household. And why not? After all, you've earned it!


TOPICS: Business/Economy; Culture/Society; Editorial
KEYWORDS:
Navigation: use the links below to view more comments.
first previous 1-20 ... 41-6061-8081-100101-108 next last
To: presently no screen name; TNdandelion

And don’t forget the bon-bons.


61 posted on 05/12/2010 2:56:44 PM PDT by firebrand
[ Post Reply | Private Reply | To 30 | View Replies]

To: ladyvet

yep


62 posted on 05/12/2010 3:02:25 PM PDT by timeflies
[ Post Reply | Private Reply | To 56 | View Replies]

To: Buckeye McFrog
it works out to poverty level no matter how you analyze it

It wasn't designed to be an only source of income that would fully support someone in their old age.

63 posted on 05/12/2010 3:25:31 PM PDT by Graybeard58 (No Romney,No Mark Kirk (Illinois), not now, not ever!)
[ Post Reply | Private Reply | To 24 | View Replies]

To: Kaslin

No problem, as soon as polygamy becomes the law of the land I’m gonna marry all my grandkids before I check out and let them collect “government money” in perpetuity.


64 posted on 05/12/2010 3:32:28 PM PDT by jwalsh07
[ Post Reply | Private Reply | To 1 | View Replies]

To: Kaslin

If I collected welfare my whole life, when is the soonest I can start collecting my social security money?


65 posted on 05/12/2010 3:35:52 PM PDT by RustyT
[ Post Reply | Private Reply | To 1 | View Replies]

To: VermiciousKnid
how I wish my Johnny would “grow up” one day

I'm sorry. Yours is an exception, not the rule. A family friend has an autistic son - he's 24. He doesn't speak, totally dependent on her, a single mom. He goes to a gov't run center so he can intermingle with others and is entitled to a health care worker to come in a few hours during the week. But she is still on call 24/7 - no matter what.

he reaches the plateau of his abilities

Is that the age of 25? My doctor has a son who was born with a hole in his heart. Lots of problems, can't speak because of things down his throat for many years. IIRC, he said something about they have till the age of 25. He's 15 and totally dependent on his parents. Their 'outings' are very limited. It affects the whole family.

I believe in never saying never. I, also, believe in miracles.

66 posted on 05/12/2010 3:40:25 PM PDT by presently no screen name ( Repeal ZeroCare!)
[ Post Reply | Private Reply | To 57 | View Replies]

To: firebrand

Everyone eats bon-bons. Just don’t tell Michelle or she might take off her big belt and put it to use.


67 posted on 05/12/2010 3:42:42 PM PDT by presently no screen name ( Repeal ZeroCare!)
[ Post Reply | Private Reply | To 61 | View Replies]

To: jwalsh07

Good thinking! That could be their inheritance.


68 posted on 05/12/2010 3:44:28 PM PDT by presently no screen name ( Repeal ZeroCare!)
[ Post Reply | Private Reply | To 64 | View Replies]

To: In Maryland
There - is that simple enough for you to understand?

Show me where I said I didn't understand it? It should be SIMPLE for you to find where I did - for you see what's not there.
69 posted on 05/12/2010 3:47:25 PM PDT by presently no screen name ( Repeal ZeroCare!)
[ Post Reply | Private Reply | To 59 | View Replies]

To: Kaslin
So, based upon the headline a broken spouse gets benefits??
70 posted on 05/12/2010 3:52:06 PM PDT by mad_as_he$$ (If you can read this you are the resistance. (Oh and the GOP can bite me for $$$))
[ Post Reply | Private Reply | To 1 | View Replies]

To: presently no screen name

Oh, no. I know the coffers are empty. Wasnt it this year they stopped taking in enough to cover the current expenditures?

However, make note and watch the feigned surprise when they have to raise the retirement age, or taxes, or both to cover the ongoing costs.

They will all break their fingers pointing everywhere except at themselves.

If they were really honest, they would point their fingers at us, and say, “Why didn’t you stop me?”


71 posted on 05/12/2010 3:52:35 PM PDT by Vermont Lt (This nation, of the people, by the people, and for the people has perished from the land.)
[ Post Reply | Private Reply | To 45 | View Replies]

To: presently no screen name
Well, if I had 6 kids and put them through private school, no doubt I'd have to make some family sacrifices to afford such luxuries. But we didn't make those choices. We have a modest sized family in a very average house and we drive very used cars and manage our money so that we can afford to be a traditional family.

And no, I'm not insinuating that gangs in Chicago have concerned parents. Which is exactly the point. Kids with too much unsupervised freedom will find trouble one way or the other.

I don't baby my kids, but they don't have to worry about me not being available when they need me. And someone like you would probably be surprised how much a kid needs their mom (or dad) to talk about what good or bad thing happened to them while at school.

I'm glad that your neighborhood family has great kids. Can you count more than 1 family in your neighborhood like that? 'Cause I can count a lot more two parent working families in my neighborhood that need more supervision for their kids than just 1. Most of them have preteen/teenagers.

72 posted on 05/12/2010 4:00:50 PM PDT by TNdandelion
[ Post Reply | Private Reply | To 47 | View Replies]

To: ladyvet

Possibly, or he feels inadequate about his ability to provide for his own. ;) Not every family can afford to have a full-time parent at home. But for those that can or aspire to, good luck to them. It’s not something I’ll regret. I’ll finish my degree one day. ;) I’m happy I was able to be there to support my husband and my children. I can always work for someone else...that’s nothing special.


73 posted on 05/12/2010 4:09:08 PM PDT by TNdandelion
[ Post Reply | Private Reply | To 56 | View Replies]

To: Vermont Lt
They will all break their fingers pointing everywhere except at themselves.

Yeah, like they did in '04 when the GOP took the 'rats on about Fannie Mae, etc fiasco. Barney, et al, denied it ad nauseam.
74 posted on 05/12/2010 4:14:31 PM PDT by presently no screen name ( Repeal ZeroCare!)
[ Post Reply | Private Reply | To 71 | View Replies]

To: presently no screen name

Johnny is 12 right now. We’re still seeing what he can learn. He is able to learn, but MUCH more slowly than his peers.

His verbal abilities are well below average, but he is able to speak — the same with his cognitive abilities. The more complex or abstract the idea, the less likely he is to understand it. The one exception to this is his ability to understand his religion — he gets that just fine, including his ability to serve as an altar boy at the Latin Mass we attend. He is also an exceptional speller (far better than his straight-A brother).

I believe in miracles, too, PNSN, but I must admit it gets harder as the years go by...Thank God he seems to be physically healthy at this time. We were lucky to have the finest pediatric heart surgeon in the world perform his heart surgery when he was a baby. Had he been born only a few years earlier, his chances would have been far worse.

Ah, there’s no sense complaining. This is our cross to bear, and we will bear it. Your initial comment about growing up just hit a chord, is all...please forgive my rant.

Regards,


75 posted on 05/12/2010 4:15:35 PM PDT by VermiciousKnid (Sic narro nos totus!)
[ Post Reply | Private Reply | To 66 | View Replies]

To: TNdandelion
probably be surprised how much a kid needs their mom (or dad) to talk about what good or bad thing happened to them while at school.

Do you say these things to make yourself feel better? It's a dumbass comment!
76 posted on 05/12/2010 4:17:22 PM PDT by presently no screen name ( Repeal ZeroCare!)
[ Post Reply | Private Reply | To 72 | View Replies]

To: rightwingintelligentsia
I also understand that an ex-wife can claim a pro-rated portion of the ex-husband’s SS benefits (and vice versa).

I am not sure if that is true or not, I believe it depends on how long you both had been married to each other

77 posted on 05/12/2010 4:23:57 PM PDT by Kaslin (Acronym for OBAMA: One Big Ass Mistake America)
[ Post Reply | Private Reply | To 2 | View Replies]

To: presently no screen name

I’m a professional, full-time parent. Aren’t you the one who questioned just how long a kid needed to be raised? Either you don’t have kids or you shouldn’t have kids if you have to ask that kind of question.


78 posted on 05/12/2010 4:23:57 PM PDT by TNdandelion
[ Post Reply | Private Reply | To 76 | View Replies]

To: TNdandelion

Now look what you’ve done. He’s gone and gotten potty mouth on you!


79 posted on 05/12/2010 4:26:30 PM PDT by ladyvet (WOLVERINES!!!!!)
[ Post Reply | Private Reply | To 78 | View Replies]

To: presently no screen name

You think a wife doesn’t do anything while she stays home> Do you think raising children, nursing them back to health when they are sick, or cleaning the house, doing the cooking, laundry, shopping for groceries, ect is nothing?


80 posted on 05/12/2010 4:30:40 PM PDT by Kaslin (Acronym for OBAMA: One Big Ass Mistake America)
[ Post Reply | Private Reply | To 5 | View Replies]


Navigation: use the links below to view more comments.
first previous 1-20 ... 41-6061-8081-100101-108 next last

Disclaimer: Opinions posted on Free Republic are those of the individual posters and do not necessarily represent the opinion of Free Republic or its management. All materials posted herein are protected by copyright law and the exemption for fair use of copyrighted works.

Free Republic
Browse · Search
News/Activism
Topics · Post Article

FreeRepublic, LLC, PO BOX 9771, FRESNO, CA 93794
FreeRepublic.com is powered by software copyright 2000-2008 John Robinson