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Special Bulletin - January, 2016

RBF Special Bulletins bring you important tax, business and financial news between regularly-scheduled issues of RBF News.  Here's an important matter we think you should know about.

2 Popular Social Security Claiming Rules Ending Soon
Social security benefits form showing financial concept in office

The most significant change in Social Security benefits since 1983 recently became law. 
Soon to be gone are two popular benefit claiming strategies that have been used by many married couples to boost their cumulative retirement income. 

Fortunately (depending on your age), there still may be a window of opportunity available to you. But it is important that you act soon

Author Philip Moeller, writing for Time.com, recently shared five things to know about the new Social Security claiming rules. We also encourage you to contact us for any assistance you need with understanding these changes, and how they might apply to your situation.

Get your FREE Social Security Analysis Today!

Through our long-time partnership with Ipswich Bay Advisors, we can give you a quick, accurate picture of your current and future social security benefits, cash-flow projections and best timing -- all at no cost or obligation to you. 

Using a special benefits optimization tool, you'll receive a personalized plan based on your retirement goals, projected expenses and anticipated income from all sources -- a plan that tells you your optimal start-date, your beneficiary options and the best claiming strategies available to you under the latest Social Security rules and regulations.  

Deciding when to claim your Social Security benefits can be complex. And for many, the time to act is now. To receive this valuable, FREE analysis, contact Branden Getchell at 781-321-6065 or brandeng@rbfpc.com.

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