1. Social Security Loopholes (mini episode) Joe Allaria 10:03

The Bipartisan Budget Act of 2015 made what some would consider significant changes to a few key Social Security Filing strategies. Specifically, the legislation removed some well-known Social Security loopholes that were used by many to increase spousal benefits. But, one of those loopholes was phased out over time, which means it could still be used by some.

Listen in to hear more about the restricted Filing strategy, which could be used if one spouse was born in 1953 or earlier, and if the other spouse is already receiving Social Security. But, this loophole is closing quickly, so tune in to this mini episode to learn more!

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Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.

Joe Allaria Certified Financial Planner

Joe Allaria is a CERTIFIED FINANCIAL PLANNER™, co-founder of CarsonAllaria Wealth Management (an independent RIA located in Glen Carbon, IL), and host of The Retirement Power Hour Podcast, where he helps educate the 50+ crowd on how to invest wiser and retire better.

For his numerous articles, Joe has been featured in the Wall Street Journal, USA Today.com, Yahoo Finance, Nasdaq.com, and Investopedia. He has also been a CERTIFIED FINANCIAL PLANNER™ professional since 2015.

Joe is also a husband, father of two boys, church musician, and avid golfer. He and his family reside in Glen Carbon, IL, a suburb of St. Louis, Missouri.