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Date/Time:
12/07/2021 at 6:30 pm - 7:30 pm

Location:
Social Security 201: Income and Tax Planning - Live Online Course
5540 Centerview Drive
Raleigh, NC 27606


Social Security 201: Income & Tax Planning
Live, Online, Adult Education Course 
Course Code: SSITP1207


Due to school closure and the ongoing COVID-19 concerns, this course is being offered FREE online.
This class is usually taught at NCSU McKimmon Center.

A FREE, LIVE, ONLINE, ADULT EDUCATION COURSE
Register on-line now! Space is Limited!

 

All Participants Will Receive a Copy of the Book – Social Security Made Simple

After registering for this class, you will receive a link and instructions for accessing the class online


SOCIAL SECURITY 201:
Income and Tax Planning

Live Online Course

There is no perfect answer on when to take Social Security, because the decision doesn’t exist in a vacuum. 

This comprehensive course is being offered free of charge, as a community service, to help consumers understand the impact their social security decision will have on their taxes, their assets and their likelihood of running out of money.

KEY CONCEPTS COVERED – 

  • Why there is no easy answer to maximizing Social Security
  • The role Social Security plays in income planning
  • How to navigate the 22% reduction in benefits scheduled in 2034
  • Taxation on Social Security and its impact on retirement
  • The largest tax penalty and how to avoid it
  • Inflation protection in retirement from Social Security and other assets
  • The impact of Social Security on Roth Conversion planning
  • Survivorship planning and the Widow’s Penalty
  • Situational Social Security planning

WHO SHOULD ATTEND – 

  • Individuals and couples who have not filed for Social Security
  • Those who have already filed and are looking for strategies to reduce taxes and increase net worth

Register today and learn the impact of Social Security on Taxes and your net worth!

Reserve Your Spot



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Don't miss these UPCOMING EVENTS at Social Security 201: Income and Tax Planning – Live Online Course