Tools Available to Retirement Advisors

Social Security has had some radical changes in recent years regarding in rules and stipulations to different filing options. Many options were taken away and are no longer available leaving those that were planning on filing in those ways scrambling to find other options. The problem is that the Social Security rules and guidelines are so convoluted and confusing that even experts in the area are having trouble keeping on top of the new information. Even some ways of filing previously seen as suboptimal have become the most beneficial ways to file. For more information visit this article by Karen Demasters with Financial Advisor.

 

This posting is presented for informational purposes only and does not represent legal or financial guidance. Any opinions or interpretations presented are either those of the original author or, in the case of articles authored by the AMAC Foundation, are the opinions of AMAC Foundation staff, originally trained and accredited by the National Social Security Association (NSSA) and certified via the AMAC Foundation. Any links included in the article are valid on the posted date; socialsecurityreport.org cannot guarantee the duration of the links’ validity. NSSA and the AMAC Foundation and its staff are not affiliated with or endorsed by the Social Security Administration or any other governmental entity. To submit a question, visit our website (https://amacfoundation.org/services/) or email us at ssadvisor@amacfoundation.org. Because we are a non-profit organization, there is no charge for these services.

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