january, 2020

27jan10:00 am11:00 amMaximizing Social Security & Taxes in Retirement

Time

(Monday) 10:00 am - 11:00 am

Location

Hermosa Beach Community Center

710 Pier Ave Hermosa Beach, Ca 90254

Event Details

ATTEND THIS FREE EVENT

“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. 
  • 2019 Social Security Changes & Filing Strategies Each year, 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 
  • Not affiliated with the Social Security Administration or any government agency
     

    SPOUSES ARE URGED TO ATTEND!