Archive - December 23, 2015

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Big Changes in Social Security Headed Your Way

Big Changes in Social Security Headed Your Way

by Eve Kaplan, CFP(R)

There are big changes in Social Security benefits headed your way. Congress surprised the financial advisory community in November 2015 by killing off two Social Security strategies many of us advisors utilized to maximize benefits for our married couple clients:  1) “file-and suspend” and 2) “restricted application.” Couples most affected by these changes are in their 50s and 60s.

Some of these changes already went into effect on 12/31/15 and others go into effect on April 30, 2016 – so you still have a few months to capture some of these strategies before they disappear.

“File …

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