Disappearing Social Security Claiming Strategies

November 7, 2015

Buried inside the Budget Bill that was passed by both the House and Senate, and signed into law by the President on Monday November 2nd, were provisions that change the rules regarding claiming your Social Security benefits.  Jim and Chris discuss some of the Social Security claiming strategies that will be disappearing with the new Budget Bill. They also discuss how Social Security benefits are taxed and give a quick reminder that it is Roth Conversion season.

Podcast: Play in new window | Download (Duration: 1:43:07 — 47.2MB)

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