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New Social Security Filing Rules

The rules for social security filing, suspension and spousal benefits have changed with the November 15, 2015 budget agreement that has signed into law. In particular, the strategy of filing for social security and suspending your benefits, with the ability for your spouse to draw spousal benefits on your filing, has been terminated, effective 180 days following the bill passage. The new rules are that suspension of your social security benefits also suspends spousal benefits associated with your filing. These rules are further described in the following Fidelity Investments overview page:


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