“Maximize Your Social Security Benefits”

&

“Taxes in Retirement Workshop”

Come and learn the potential impact taxes have on your retirement income. A new tax plan could mean new tax strategies for pre-retirees and retirees. Avoid the Social Security Claiming Mistakes that could cost you thousands.



• How married couples can coordinate benefits to help enhance spousal and survivor benefits.
• How to claim a spousal benefit while earning delayed retirement credits on your own benefit 
• How, in the post Bi-Partisan Budget Act Era, “File and Suspend”, “Do Over”, “Start, Stop, Restart” strategies work. 
• The Social Security Administration announces important changes that can have a big impact on retirement income. Learn the latest updates and what you can do now to be prepared.
• Discover how the Tax Cuts and Jobs Act may affect your personal income tax and retirement income streams
• Learn how Social Security will be taxed and how you can reduce or potentially eliminate unnecessary taxes
• Learn tax reduction strategies to minimize taxes on Social Security and Required Minimum Distribution. Learn how to create Tax Favored Income in Retirement