MAXIMIZE YOUR SOCIAL SECURITY and MINIMIZE YOUR TAXES
In Person Workshop
COURSE CODE: C18746A

There is no cost to attend but
Advance Registration is Required
Register Early – Space is Limited

To Register
Register on-line now   or
Register by phone by calling    877-892-7088    Lines open 24/7

MAXIMIZE YOUR SOCIAL SECURITY and MINIMIZE YOUR TAXES

Strategies to Help Increase Your Income, and Reduce Taxation in Retirement

Deciding when and how to claim Social Security can feel overwhelming, but it’s one of the most important decisions you’ll make. 

This section will help understand your options, explore smart strategies before filing, and see how Social Security fits into your overall retirement plan.

Some of the Topics We’ll Cover: 

• How much lifetime income you could forfeit 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 your other income sources to help provide greater confidence in retirement

Smart tax planning in retirement depends on your unique situation.

This section will cover recent tax changes and strategies to to help you reduce tax liabilities across all income sources – so you can keep more of your money.

Some of the Topics We’ll Cover:

• The ways Social Security is taxed
• How can I potentially reduce taxation on my Social Security after I start receiving my benefits
• Ways to minimize 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 difference between Tax-Deferred and Tax-Free

Register today and gain Confidence through Financial Education!