PFP Podcast: The Latest on Social Security


In this podcast, Ted Sarenski, CPA/PFS discusses the most recent Social Security proposals and how this may impact your individual clients, including:
  • The Social Security Expansion Act, which increases the primary insurance amount for eligible beneficiaries and increases the net investment income tax along with several other provisions
  • Social Security Reform Act of 2016, which proposes a new benefit formula and raises the full retirement age along with many other provisions.