Maximize your Social Security and Minimize your Taxes

Learn How The New Tax Law Changes Can Affect You and Your Benefits.

Social Security is often the largest source of income for most retirees. Make sure you GET THE FACTS BEFORE YOU FILE! Please Join us for this complimentary informational seminar. We will discuss how to create a solid life after work plan. Seating is limited, so sign up today!

Did you know?

• File for benefits early or delay? What is better for you?

• Recent changes and the impact of the new administration.

• Learn how to turn forever-taxed money, into never-taxed money.

• How you may be able to reduce or eliminate taxes on your Social Security.

• Simple ways to increase your Social Security Benefit.

• Learn the rules you need to know when you transition from wealth accumulation to wealth distribution.

• Learn how your decision on when to take Social Security is directly impacted by your overall financial picture.

• Learn strategies to potentially keep your Social Security from being taxed.

We will be discussing:

• How Social Security works TODAY -new rules and updates.

• About Social Security Benefits. How Social Security is taxed.

• Medicare Part B and IRMAA charges.

• How RMD's may effect Social Security, IRMAA and income taxes.

• Strategies to mitigate taxes.

Meal selections will be presented at venue.

Spouses are encouraged to attend!

Seating is limited. Register now!