Navigating the Effective Date Deadlines for the New File-and-Suspend and Restricted Application Rules
Nov 30, 2015
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By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
The new legislation surrounding two popular Social Security claiming strategies makes financial planning for retirees a little trickier—especially in the short term. Here’s how the new rules work for married couples, divorced and surviving spouses, individuals, and disabled dependents.