Tuesday, October 1st at 6:30 pm - 8:00 pm Location:
Dickey-Givens Community Center
1015 E MLK Jr. Blvd.
Taylor, TX 76574
Tax and Social Security Planning in Retirement
In Person Course
Course Code: sridg1001
THIS IS A FREE EDUCATIONAL COURSE!
There is no cost to attend, but advanced registration is required.
Register Early – Space is Limited
To Register –
Register on-line now! or
Register by phone at 888-546-7009 (lines open 24/7)
TAX and SOCIAL SECURITY PLANNING in RETIREMENT
Whether you are approaching retirement or currently retired, Tax treatment of your retirement income and assets are crucial. Claiming retirement benefits, Social Security and Medicare – two of the most important decisions you’ll need to make – can be confusing and create situations that increase your tax burden. Starting your benefits without taking into consideration Taxes and possible IRMAA (Income related Monthly Adjustment Amount) implication to your Medicare can cost you thousands of dollars a year that many retirees fail to plan for.
This class is designed to show you how these issues work together for you in retirement and how they can also work against you.
What You Will Learn:
- How much lifetime income you stand to lose by filing for Social Security at the wrong time
- How can I reduce taxation on my Social Security after I start receiving my benefits?
- What is IRMAA and what will it cost me?
- The difference between Tax-Deferred and Tax-Advantaged
- Taxes …Pay them nor pay them later
Register today and gain Confidence through Financial Education
Reserve Your Spot
Bookings are closed for this event.