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Saturday, October 8th at 10:00 am - 11:30 am

Burleson Public Library
248 SW Johnson Avenue
Burleson, TX 76028

Maximize Your Social Security & Minimize Your Taxes 
In Person Workshop

Course Code – STTRBL108

Learn how to keep more of your retirement income!  Join us for ONE free Educational Workshop addressing
of your biggest retirement concerns!

This class is offered FREE of charge
Advance Registration is Required

Register on-line now!    or

Register by phone     866-828-2295    Lines open 24/7

Learn the best strategies for filing for your Social Security benefits, along with proven methods to reduce, or even eliminate taxes in retirement.


As you approach retirement, deciding when and how to claim your Social Security benefits – two of the most important decisions you’ll need to make – can be confusing and even overwhelming.

This course section will help you gain a clearer understanding of the options you have and the strategies you should consider BEFORE filing for your benefits. It will also teach you how to take an important aerial view of your retirement plan, by exploring how Social Security works in coordination with your other retirement assets.

Some of the Topics We’ll Cover: 

  • How much lifetime income you stand to lose by filing for Social Security at the wrong time
  • Why the most frequently given advice is not always the best advice
  • How working will affect your benefits
  • Delaying the start of your Social Security benefits and whether it’s the right choice for you
  • If you’ve already filed for benefits, can you make a change?
  • How your Social Security income can work together with all other income sources to provide the most secure retirement possible

Prudent management of your Taxes in retirement requires several specific strategies, depending on your own personal set of circumstances. You’ll also need to understand the most recent changes to the Tax Code, and how those changes could affect your tax liabilities in retirement.

The information presented in this section of the course will provide you with the knowledge you’ll need to minimize – or even eliminate – your tax liabilities on all of your retirement income sources, keeping more of your hard-earned money in your hands instead of the government’s.

Some of the Topics We’ll Cover:

  • The ways Social Security is taxed
  • How can I reduce taxation on my Social Security after I start receiving my benefits
  • Minimizing tax liability on IRA distributions
  • What provisional income is, and how it can affect your Social Security benefit payments
  • The ways in which marginal tax rates can increase after retirement, and how to avoid them
  • The differences between Tax-Deferred and Tax Advantaged
  • Paying taxes now or later: Which makes more sense?


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