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Taxes in Retirement - Understand the Potential Impact Taxes Have on Your Retirement Income - 1/30/23 and 1/31/23

If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. Our webinar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all.

Using the information you’ll learn during our webinar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Social Security Webinar - 2/13/23 and 2/15/23

One of the most important decisions you need to make before you retire is when to claim Social Security benefits. 

Many retirees apply for Social Security before reaching full retirement age. But by doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime. Social Security provides not only a guaranteed income stream but also longevity protection, spousal protection, and some inflation protection. It may be the closest thing you receive to a traditional pension. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. The concepts discussed in this course are most suitable for those with investable assets of $100k or more.

Taxes in Retirement - Understand the Potential Impact Taxes Have on Your Retirement Income - 2/27/23 at 11 am and 1 pm

If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. Our webinar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all.

Using the information you’ll learn during our webinar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Social Security Webinar - 3/7/23 and 3/8/23

One of the most important decisions you need to make before you retire is when to claim Social Security benefits. 

Many retirees apply for Social Security before reaching full retirement age. But by doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime. Social Security provides not only a guaranteed income stream but also longevity protection, spousal protection, and some inflation protection. It may be the closest thing you receive to a traditional pension. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. The concepts discussed in this course are most suitable for those with investable assets of $100k or more.

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On-Demand Webinars

Maximizing Your Social Security - Click For Instant Access

Maximizing Your Social Security

When: INSTANT ACCESS after registration

In this webinar we will discuss:

  • Filing Strategies - Learn when you should apply for Social Security based on your unique situation so you can claim the maximum amount of Social Security.
  • Avoiding Mistakes - Learn how to potentially avoid some of the common mistakes when filling & how to find potential benefits you may not be aware of.
  • Lump Sum Payouts - How to claim retroactive benefits as a lump sum & how married couples can help enhance their combines monthly and lifetime benefits.

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Schedule a 15 minute introduction call and find out how you can unlock your financial future. 

Or give us a call at 330-473-1060