Social Security Report

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The Budget Deal and Disability, File-and-Suspend Strategy

The budget deal to be voted on has implications for the Social Security Disability Trust Fund, specifically via the potential reallocation of payroll tax revenue from the OASI trust fund to the DI trust fund. The deal also includes significant implications for individuals using (or planning to use) a file-and-suspend strategy to maximize their benefits. Philip Moeller provides an analysis of these implications in an article posted on time.com today. Read the article here…

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