Entries by Mister Social Security

Strategies to Employ Under the New Social Security Law

With the passage of the bi-partisan budget bill in Fall 2015, major changes affecting Social Security were signed into law. The changes are geared to prevent duplicate or excessive benefit payments to high-income earners as well as to close unintended Social Security loopholes, leaving the system slightly more complicated. But there still are many strategies clients can use to maximize their benefits.

Mastering Spousal Benefits

Married couple planning needs to be handled carefully. Either spouse’s election relating to his or her own worker benefit can limit planning options. As a trusted financial professional, you help couples navigate the issue of early or delayed election and can help them receive larger benefits. We are here to help you learn the intricacies of these situations to maximize the services to your clients.