
William S. Campbell, CFP, MBA, and Justin D. Smith, CFA, CFP, are partners at Slayton Lewis Wealth Management and authors of the upcoming book "
Boomer-Bust: How to Retire Without Going Broke," which presents a timely look at the retirement hurdles faced by baby boomers as they enter their golden years.
Determining whether or not a married couple is eligible to file and suspend prior to the cutoff date involves a number of complicated calculations, so they have created an
online calculator to help identify households at risk of losing potential benefits.
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Friday, January 22, 2016
The Bipartisan Budget Act of 2015 made significant changes to a number of rules surrounding Social Security benefits, causing many lucrative claiming strategies to be phased out over time. The forthcoming elimination of the popular "File and Suspend" strategy is of particular importance.