File-and-Suspend Function Improved in Calculator

May 20, 2016

The file-and-suspend claiming strategy closed for good last month. However, we recognize that advisors may need to use our calculators to model file-and-suspend scenarios for clients who placed their suspensions before the deadline.

When you open the client screen of the Spousal Planning and WEP/GPO Planning Calculators, you will see a new button: “Previously filed/suspended before 4/29/2016.” If you click this button, the calculator will allow you to model a “file-and-suspend” scenario and generate suggestions on how to move forward with the strategy.

Note: This new button is grayed out until you enter a valid file-and-suspend age. For instance, if your client is 65 now and could not have suspended prior to 4/29/2016, the button will remain inaccessible.

 

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