Seize Today. Secure Tomorrow: A Field Guide to Social Security

Michael Sosnowski, CFP, ChFC, CLU, RICP, CSF, Director, Transamerica Advanced Markets

October 22, 2020

The Bipartisan Budget Act of 2015 included changes to the Social Security filing strategies known as “File and Suspend” and “Restricted Application.” Transamerica’s Field Guide to Social Security presentation starts by covering the basics of Social Security retirement benefits, and then walks through the intricacies of spousal and survivor benefits, including the impact of recent changes.

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