Social Security & Taxation in Retirement

Social Security is often the largest source of income for most retirees. Make sure you GET THE FACTS BEFORE YOU FILE! The new tax law changes have placed a strict time and age limit on some special claiming strategies. TIMING IS EVERYTHING! Learn simple strategies to help maximize your benefits and increase your retirement income!

At This Educational Workshop We Will Discuss:

• Social Security, Taxes, and you!

• When should I start receiving my benefits?

• Does it make sense to delay your benefits?

• Survivor benefits for widowed and divorced spouses?

• Single, married, divorced, or widowed, learn the ways to maximize your lifetime Social Security Benefits.

Educational Workshop Topics:

• Social Security, Taxes and You!

• How to receive benefits from an ex-spouse.

• Strategies that can apply to you & your spouse.

• Can I fix my Social Security if I made a mistake?

• Does it make sense to delay my benefits?

• How current employment affects my benefits.

• Learn strategies to minimize taxes in retirement.

• What to do if you have income from other pensions or IRA’s?

• How your claiming decisions can affect your spouse’s survivor benefits.

• How the wrong Social Security decision can impact your lifetime of savings.

• Learn how important your claiming decision is when it comes to spousal benefits.

Claiming Social Security at the wrong age could affect your monthly benefit by up to about 77%! (Social Security Administration, Publication No. 05-10147)

Spouses are encouraged to attend!

Seating is limited. Register now!