skip to Main Content

Social Security 2016 and Beyond: What Does it Mean for You?

The Bipartisan Budget Act of 2015 was passed at the beginning of the month. The Act changes the rules surrounding when and how individuals can file for Social Security benefits. These law changes are complex and, given an individual’s age and financial situation, will have a unique impact on their Social Security plans. Individuals who are already collecting benefits will not be affected.

Join our webinar, “Social Security 2016 and Beyond: What Does it Mean for You?” on Wednesday, December 9, at 8PM EST. Amanda Lott will discuss with Chris Cordaro Social Security under the new law, who is impacted by these changes, and planning strategies. Please click on the link below to register:

Please feel free to reach out to your Wealth Advisor with any questions you have regarding this law change or your individual plans for Social Security.

Important disclosure information

Please remember that different types of investments involve varying degrees of risk, including the loss of money invested. Past performance may not be indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments or investment strategies recommended or undertaken by RegentAtlantic Capital, LLC (“RegentAtlantic”) will be profitable.

Please remember to contact RegentAtlantic if there are any changes in your personal or financial situation or investment objectives for the purpose of reviewing our previous recommendations and services, or if you wish to impose, add, or modify any reasonable restrictions to our investment management services. A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request.

This article is not a substitute for personalized advice from RegentAtlantic. This article is current only as of the date on which it was sent. The statements and opinions expressed are, however, subject to change without notice based on market and other conditions and may differ from opinions expressed in other businesses and activities of RegentAtlantic. Descriptions of RegentAtlantic’s process and strategies are based on general practice and we may make exceptions in specific cases.

RegentAtlantic does not provide legal or tax advice. Please consult with a legal and or tax professional of your choosing prior to implementing any of the strategies discussed in this article.

Back To Top