Social Security — File & Suspend vs. Restricted Application
While “File & Suspending” and “Filing a Restricted Application” may appear to be the same strategy on the surface, they are actually two separate approaches used to maximize Social Security benefits.
Please click here for a brief summary of each strategy and how the new legislation may impact you or your family.
THE LATEST UPDATES RIGHT
IN YOUR INBOX:
Heritage Wealth Advisors is an SEC-registered investment advisor. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Heritage. Heritage is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Heritage’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at heritagewealth.net.
Request More Information