Someone met with a fee-only FA last night and was told "that since his wife had taken out a lump sum from the Texas Teacher Retirement System several years ago she would not be able to collect the spousal SS benefit."
He thinks that is BS and I agree but the FA might be right. He called the SS office to get their opinion but the person he spoke with failed their ESL course and didn't seem to know what he was talking about.
Does anyone know if this FA is correct or full of it? What will happen?
He thinks that is BS and I agree but the FA might be right. He called the SS office to get their opinion but the person he spoke with failed their ESL course and didn't seem to know what he was talking about.
Does anyone know if this FA is correct or full of it? What will happen?