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Social Security Workshop - Changes to the File & Suspend Rule

  • Lifespan 1900 South Clinton Avenue Rochester, NY, 14618 United States (map)

SSA has recently enacted legislation to change the “file and suspend” guidelines utilized by many retirement beneficiaries to maximize their benefit amount. Section 831 of the Bipartisan Budget Act (BBA) of 2015 eliminates aggressive claiming loopholes related to “deemed” filing and voluntary suspension of benefits. The new law will be implemented on a prospective (as opposed to retroactive) basis only.  

Reservations ARE required to attend this workshop. Please use our registration link on the workshop/classes page. 

 

Earlier Event: March 30
Scams and ID Theft