Ask The Experts: Retirement

By Reg Jones

Remarriage and survivor annuity

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Q. A friend shares his deceased wife’s pension. She worked for the Internal Revenue Service for about 30 years. She died almost 10 years ago. Now my friend plans to remarry. He worked for a company that did not provide a solid pension. Will he lose his share of his wife’s pension?

A. If he were to remarry before age 55, the survivor annuity would be terminated unless he was married to the deceased spouse for at least 30 years. The survivor annuity could only be restored if his marriage ended in death, divorce or annulment. If he were to remarry after age 55, the survivor annuity wouldn’t be affected by the marriage.

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