Spring IRI Insight: Social Security Claiming Strategies to End

"File and suspend" and "file and restrict," two popular strategies used by married couples to maximize their Social Security benefits, will soon come to an end. Retirement planning experts discuss changes to these filing strategies, what advisors and their clients should know, and how clients can develop new streams of retirement income to make up for any unexpected drop in benefits. Also covered in this newsletter, how to leverage social media, changes for tax filing season, and guiding clients through uncertainty.

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