Social Security Filing Strategy Being Eliminated

by BL Schultz

March 11, 2016

The Social Security strategy of File and Suspend will be eliminated May 1, 2016.  The Bipartisan Budget Act of 2015 made this change.  Specifically with “Closure of Unintended Loopholes”.   File and Suspend allows you to file for retirement and claim benefits for your spouse.  At the same time you immediately suspend your own benefit until full retirement age.  Recall TheMoneySkinny™ mission is … Read more

Social Security File and Suspend