Search found 3 matches

by aodonnel
Tue Jul 04, 2023 8:51 am
Forum: Canada / United States Tax & Accounting
Topic: Qualifying for Social Security with totalization agreement
Replies: 6
Views: 5022

Re: Qualifying for Social Security with totalization agreement

Thank You Nelson, your insight and Tip has been very helpful.
by aodonnel
Fri Jun 30, 2023 2:24 pm
Forum: Canada / United States Tax & Accounting
Topic: Qualifying for Social Security with totalization agreement
Replies: 6
Views: 5022

Re: Qualifying for Social Security with totalization agreement

Thanks ...I appreciate the quick response. I believe you are likely right about the spousal benefit being the right choice, however since my husband is younger than I am...he is 61 and I am 66, and still working.. it appears he will need to consider WEP, so I am guessing I would only get 50% of his ...
by aodonnel
Fri Jun 30, 2023 9:59 am
Forum: Canada / United States Tax & Accounting
Topic: Qualifying for Social Security with totalization agreement
Replies: 6
Views: 5022

Qualifying for Social Security with totalization agreement

Hi, I am trying to plan for retirement and need a way to figure out how much my Social Security benefits would be but can't find a tool to help. I only have 24 work credits in the US but I also worked in Canada for 33 years . I can't find anything online that would help me figure this out, utilizing...