The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  http://boards.fool.com/my-husband-is-56-i-am-42-we-were-married-a-year-10207467.aspx

Subject:  Re: retrmnt annuity survivor benefit Date:  6/16/1998  1:36 PM
Author:  PSUEngineerFool Number:  3809 of 78166

My husband is 56, I am 42. We were married a year ago for first time. At that same time, my husband elected the "early out" from fed. gov.

He has named me as his survivor for the retirement annuity. In order to pass on the maximum possible from the annuity to me per month, in the event of his death, he will need to receive $220. less per month permanently while he is alive. The montly annuity payment he receives now is not his full retirement since he left early. My maximum survivor benefit would be $1300/mo from his annuity.

Question: is there a smarter way to invest th