JFP Article: Planning Strategies After the Social Security Fairness Act
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The act eliminates two provisions that previously reduced benefits for certain workers. Some of your clients may now be entitled to higher Social Security payments, as well as retroactive benefits from 2024
Issue: January 2025
By: Randy Gardner, J.D., LL.M., CPA, RLP, CFP®, AEP - Distinguished; Julie Welch, CPA/PFS, CFP®, AEP - Distinguised; and Creyton Vincent
Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0
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Planning Strategies After the Social Security Fairness Act
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The act eliminates two provisions that previously reduced benefits for certain workers. Some of your clients may now be entitled to higher Social Security payments, as well as retroactive benefits from 2024