Quarterly Newsletter – First Quarter 2016

Posted by on Jan 27, 2016 in Quarterly Newsletter

New federal legislation signed on November 2, 2015 – the Bipartisan Budget Act – effectively ends two popular Social Security planning techniques: the “file-and-suspend” strategy and the “restricted application” strategy. However, some retirees still may benefit from one or both of these for a limited time.

First Quarter 2016 Newsletter