Q. My husband retired in December 2016. He has been receiving his FERS non-disability annuity plus the special annuity until he turns 62, which was a few days ago. He was also just approved for Social Security Disability Insurance and will receive a lump sum for all of 2017. Will this lump sum affect the special annuity he already received, since it does have an earnings limit? In other words, will he have to pay it back?
A. No, he won’t. The Social Security earnings limit only applies to earnings from wages and self-employment.