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All Categories » Home Ownership & Mortgages » Social Security » Q&A (from print)

Article
12
Feb 04

How To “Optimize“ Your Credit

Q. I have a home mortgage question. I am evaluating a job opportunity in the mid west. My dilemma concerns my personal debt. I have about as much credit card debt (about $50,000) as I do ownership in my house (estimated selling price minus principle left on loan). If I sell my house and use the money...

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Article
18
Sep 03

Planning for the Tax on Social Security Benefits

Q. When I retire from Exxon Mobil, I plan to take the lifetime annuity offered by the company. I also have money in my savings plan, which I plan to invest. Will the money from the annuity, or the interest, dividend and earnings from my investments be subject to Social Security or Medicare taxes? --R...

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Article
11
Jan 02

Reduce Worry: Check Your Future Social Security Benefits

Q. I have a car loan of about $11,000 with $116 payments taken out of my check twice monthly. I also put $120 into a 401k plan each pay period and another $60 into savings to cover the cost of my insurance. I'm single, 60, and earn $12.50 an hour working as a checker in a grocery store. As of September...

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Article
03
Jan 02

Some People Need To Save In Retirement

Q. Most questions in your column relate to people who have an investment portfolio for retirement income. When it comes to long range planning you suggest a percentage of the portfolio that can be withdrawn each year. My situation is different. As a county employee my retirement contributions along with...

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Article
08
Nov 01

Refinancing for Home Improvements

Q. We currently have 6 years to pay on a 15-year mortgage. Our home is valued at $180,000. The mortgage has a $65,000 principal balance. We have decided to remain in this home for several years but we need to make some improvements. The cost of the improvements will total about $50,000. My husband has...

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