New 2015 Rules Limit Popular Social Security Strategies

We’ve been getting a lot of questions on the recent changes to Social Security rules, which went into effect on November 2, 2015 as part of the 2015 Bipartisan Budget Act. This act will impact the amount of Social Security benefits many Americans will be eligible to receive in the future. In response to your questions we have put together a video with a brief summary of the changes made (found below).  As each situation is unique, we highly recommend that you speak with us directly to understand how these changes may impact you – we’re here to help.


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