Cutting edge Social Security education.

hello

Blog

hero

Budget Bill Changes

Been a busy month with changes to Social Security contained in the Bi-Partisan Budget Bill signed by President Obama on November 2, 2015. As you probably know by now, Provision 831 titled “Closure of Unintended Loopholes” phases out the Restricted Application and File and Suspend strategies. These strategies represent the second leg in our three […]

Read More

Social Strategies

The Bi-Partisan Budget Bill signed on November 2, 2015 is phasing out two powerful strategies – Restricted Application and File (Claim) and Suspend. However Social Security Claiming Strategies still remain. Here are a few!  There is confusion regarding Delayed Retirement Credits. The changes in the budget bill do not impact DRCs. Thus, DRCs are […]

Read More

New Social Security Claiming Strategies – Webinar

By now, folks across the country have learned about the changes to the Social Security program due to the Bi-Partisan Budget Bill signed into law on November 2, 2015. Contained in this bill is Section 831 “Closure of Unintended Loopholes”. Even though Section 831 is phasing out the Restricted Application and the File and Suspend […]

Read More

Financially Stable Retirement Income

When you decide to “take a load off” by resting your body on a stool, do you want to rest on a rocky bench that might cause you to either slide off or to force you to exert extra energy to continually stabilize yourself? A stable three-legged stool provides support through careful construction of each […]

Read More

Expert Discussion with NSSA Andy Landis, author of Social Security, The Inside Story

Many ears were listening in today’s webinar as Marc Kiner and Andy Landis discussed strategies for filing for Social Security in ways that would provide the greatest lifetime benefit for Social Security recipients. Like Marc, Andy has realized that there is an increasing need for financial advisors to have a deep and thorough understanding of […]

Read More

CONTACT

FEATURED ON