social security

Means Testing, Serious Social Security Business

2018-09-12T07:22:31-08:00

Workers younger than 66 lose up to $100,000 in Social Security lifetime benefits on April 29. Why?  Because the "File and Suspend," Social Security claiming strategy, which allowed a retiree to take benefits off of a spouse’s record while deferring his or her own record, has been eliminated. I believe this decision was based on [...]

Means Testing, Serious Social Security Business2018-09-12T07:22:31-08:00

Are Your Clients Too Affluent for Social Security?

2018-09-12T07:22:31-08:00

Means testing to attain Social Security benefits may be on the docket for the future. Those of us who counsel clients on Social Security understand firsthand the long-term effect of Congress’ recent elimination of the File and Suspend and Restricted Application claim strategies. That change means fewer claim strategies for retirees seeking to maximize Social [...]

Are Your Clients Too Affluent for Social Security?2018-09-12T07:22:31-08:00
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