Successful advisors recognize that times of change create opportunities to deliver value, strengthen client relationships and build new center-of-influence relationships. The Bipartisan Budget Act of 2015 (BBA) creates a new tension between spousal and survivor benefits and highlights often missed opportunities for widows. Further, these changes create an environment in which the retirement earnings test will play a central role in a far greater percentage of Social Security decisions.
Register below to download a full PDF version of Social Security planning after the Bipartisan Budget Act.
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