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Personal Investments • Portfolio Review for Widow in Mid-40s

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You’ll need his PIA from his Social Security statement, but it will illustrate the cash flows for the dependents.
Dug through most of his old papers, but was unable to find an SS statement that was at all recent. Was considering trying to log into his SS account via impersonating him (we have his cell phone, email, etc.), but I fear that it might trigger some account lock of some sort, as they likely know he is deceased. We have most tax returns so I believe we could get a good ballpark of earnings history if we really wanted to know right now. Will probably just be patient.

Statistics: Posted by RetiOpening — Mon Oct 28, 2024 1:19 am — Replies 27 — Views 2190



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