In my previous article, I outlined the “Foundation Questions” for Social Security. Let’s go a bit deeper into one of those questions: Should you consider filing a “restricted application” for spousal benefits? Getty At your full retirement age, the Social Security restricted application provides the opportunity to claim spousal benefits only and defer your own
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The capital gains tax is once again a political tug-of-war. While Democratic presidential candidates discuss changes in capital gains tax to boost federal revenue, the Trump White House is pulling in the opposite direction: a possible executive order to require the US Treasury to index capital gains for inflation—effectively a tax cut that would, controversially, bypass Congress.
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