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This Social Security Loophole is Not Shut YetThis Social Security Loophole is Not Shut Yet

Can your clients still take advantage of this opportunity?

March 19, 2019

1 Min Read
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With passage of the Bipartisan Budget Act of 2015, many financial professionals thought filing a “restricted application for spousal benefits” was a thing of the past. Not so. Read this white paper to:

  • Identify clients able to take advantage of a closing loophole

  • Learn how the strategy came into existence

  • Understand opportunity and potential gained earnings

  • Explore additional considerations you should be aware of