Author Archives: Pradeep Tempalli

About Pradeep Tempalli

Senior Wealth Planning Advisor

Five Questions and Answers about New Social Security Claiming Rules

Social Security claiming strategies are about to get a little more complicated with the passage of the Bipartisan Budget Act of 2015. The Act closed a few loopholes that have created popular claiming strategies for couples: the “file and suspend” strategy and the “restricted application for a spousal benefit.” You may still be able to take advantage of these strategies, depending on your age. Changes to your Social Security filings must be completed by April 30, 2016. Read more »