It’s as Clear as Mud – 2,700 Rules related to Social Security
I had conversation the other day with a CPA who questioned the need to run an analysis, since some of the claiming strategies (File & Suspend and the Restricted Claiming Provision) that were available have been eliminated. I agreed with him on those two provisions were extremely attractive, but that there are still a number of reasons, why no one should claim until they run a thorough detailed analysis of all their options. Here are just a sample of issues that have come up recently; Continue reading →