Advisers still baffled by key rule changes to Social Security claiming strategies
One year after the Bipartisan Budget Act of 2015 was signed into law on Nov. 2, advisers and clients still brushing up on new rules.
One year after the Bipartisan Budget Act of 2015 was signed into law on Nov. 2, financial advisers continue to be baffled by how to help their clients maximize their Social Security benefits under the new claiming rules.
I get it. The new rules are confusing. But it might help to keep the following
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