Saturday, February 25th at 10:00 am - 12:00 pm Location:
Spring Valley Library Conference Room
4280 S Jones Boulevard
Las Vegas, NV 89103
SOCIAL SECURITY and TAXES
In Person Workshop
COURSE CODE: sshsvl0225
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 888-546-7009 Lines open 24/7
SOCIAL SECURITY and TAXES
How to Maximize Your Retirement Benefits
Putting All the Pieces Together!
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 assts.
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 your 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 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 difference between Tax-Deferred and Tax-Advantaged
- Paying taxes now or later: Which makes more sense?
Register today to find out how to put All the pieces together!
Reserve Your Spot
Bookings are closed for this event.