SOCIAL SECURITY BENEFITS AND RETIREMENT AND TAXES

Learn how the “One Big Beautiful Bill” (OBBBA) Act may affect your Benefits & Retirement!

Did you know?

• Did you know delaying Social Security could increase your monthly benefit by up to 77% compared to claiming early? (Social Security Administration, Publication No. 05-10147)

Income and Social Security Benefits:

• How to turn your retirement savings into guaranteed income

• How to properly file for Social Security benefits

• Maximize the amount you are eligible to receive

• How to avoid the most common mistakes people make when claiming their benefits

• Optimize your assets to minimize or avoid paying taxes on your Social Security benefits

• How much income you can make and still draw Social Security

• How Social Security is taxed

• How to determine which claiming strategy is best for you

• How to claim a spousal benefit, even if you are divorced

• How you can generate a tax-efficient income for your retirement

Minimizing Taxes:

• How and why the marginal tax system differs in your retirement years to your detriment

• Will you really take money out of your IRA at a lower tax bracket than you put it in

• Understand the provisional income calculation on your Social Security payments

• Understand how Capital Gains and Dividends impact your overall tax liability differently in retirement

• How IRA Required Minimum Distributions work and effect your tax liability

• Get to know the tools that can be used for tax control

• What changes from the One Big Beautiful Bill Act affect your retirement and how you can take advantage of them

• How to create a tax-efficient estate for your heirs

• Learn strategies that could help reduce your tax liability in retirement

Spouses are encouraged to attend!

Seating is limited. Register now!