Can I collect Social Security from my husband? He died 20 years ago.

You may be eligible to collect benefits on a spouse's record. ( Q. My spouse died in 1998. We were married 20 years at that point. I am 62 now. I don't know if I would qualify for any of his Social Security now or at my full retirement age. What should I do? -- Widow A. The first thing you should do it make an appointment with your local Social Security office. You can find the location here. We're going to explain how benefits work, but only Social Security can look at your record to see what benefits you may be due. Social Security Retirement Benefits come in three ways: retirement benefits based on your own work record, spousal benefits based on your spouse's work record and

Why you might not qualify for the pension exclusion

If you earn one dollar too many, you won't qualify for this valuable tax benefit. ( Q. My husband and I filed our 2017 state income last year. Our total gross income was $100,333. Our taxable income was $98,333. Our taxable income after property tax deductions was $89,131. Why didn't we qualify for the New Jersey pension exclusion? -- Still working A. You're among the unfortunate ones who missed that tax break by a hair. New Jersey allows seniors who are 62 or older to exclude all or part of their pension income, plus other income, from their state income tax return, said Bernie Kiely, a certified financial planner and certified public accountant with Kiely Capital Management in

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Phone: 973-455-1894 | 51 Dumont Place, Morristown, NJ 07960 | Get directions!

Kiely Capital Management offers financial planning and investment advice. Serving Central and Northern New Jersey, Yvonne and Bernard (Bernie) Kiely provide over 25 years of experience offering discretionary asset management, retirement planning and income tax preparation. KCM is registered with the State of New Jersey as a Registered Investment Advisor.


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