Are My Wife And I Grandfathered Under The New Law?

Category: 
Jan 5 2017 - 6:30am

Hi Larry

My wife turns 66 this month and I turn 66 in July, are we grandfathered in for the spousal deferment that was removed in the 2015 legislation?

Hi,

Assuming that you're referring to the new law on deeming (https://www.ssa.gov/planners/retire/deemedfaq.html), the yes both you and your wife are grandfathered since you were both born prior to January 2 1954.

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Best, Jerry