Congress is Killing Social Security Strategies – What Does It Mean For Me?


Brett Horowitz, CFP®, AIF® Principal, Wealth Manager

Congress has decided to close perceived loopholes in Social Security rules and curtail many strategies.  For some, the deadline to enact these strategies is rapidly approaching.  This webinar presentation will begin with an explanation of social security and its rules for individuals, spouses, divorced and widowed individuals.  Social security strategies will be covered in detail along with specific examples and deadlines.  The impact of the Bipartisan Budget Act of 2015 is covered to help you understand the impact it can have and allow you to make an informed decision before it is too late.