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accountingWEB.com: “Understand Social Security Benefits…”

December 15, 2015 | Press

Laurie A. Siebert, CPA, and Senior Vice President at Valley National Financial Adivors co-authored this article with Alan Schapire, another member of the Pennsylvania Institute of Certified Public Accountants (PICPA).

Social Security claiming strategies for married couples have been curtailed by the Nov. 2, 2015 passage of the Bipartisan Budget Act of 2015, affecting both those who have options in claiming benefits and those who help in that planning process. Specifically, it affects those who had been considering file-and-suspend strategies or restricted application for spousal benefits.