Social Security Loophole Closing

social security benefits form showing financial concept in office

A unique social security loophole, especially for married couples at full retirement age (66 currently) that haven’t already filed for their benefits, is closing April 29, 2016. The ability to take advantage of the expiring law may make a large difference in lifetime social security benefits.  For a nice summary of the pending changes click here.

At our firm we analyze social security benefits for clients.  If you or someone you know would like to learn more, feel free to contact us.


About James Dwyer, CFP®, AIF®

James Dwyer has worked in the financial services industry for over 15 years. He is currently a partner at Providus Advisors, an investment advisory firm located in Chandler, AZ.

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