YRR – SOR Dinner -LP – LP

Complimentary Lunch or Dinner Event at Campaign-Venue in Campaign-CIty, Campaign-State

Optimizing Your Social Security Benefits & Reducing Taxes in Retirement

Keep More of Your Hard-Earned Money in Retirement

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Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Do you understand the impact of taxes on your retirement income? Do you have a plan to help optimize your Social Security benefits? Join us for a complimentary presentation where we will discuss the following important topics:

What’s new for Social Security in 2021.
How current events, like the global markets reacting to the pandemic and the transition to a new presidential administration, could factor into your plans for retirement.
Strategies to help navigate and protect your assets from market volatility.
How properly claiming spousal payments may increase people’s benefit.
Important recent changes – new Social Security rules and how they affect your filing options.
Little-known claiming strategies and planning techniques to help you maximize your Social Security benefits.
How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
Survivor Benefits – What they are and how they work.
Common filing mistakes and how to avoid them.
How Social Security ties into your overall retirement plan.
And MUCH more!

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A complimentary meal will be served. This is an informational event. No products will be discussed and nothing will be sold.

REGISTRATION CLOSES IN:

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If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don't want to miss the opportunity to learn about:

The changing financial landscape for those approaching retirement.
Tips and strategies to manage your tax exposure and help increase your retirement income.
Understanding tax laws and how they may impact your retirement income.
How to avoid unnecessary taxation on Social Security income & maximize your benefits.
Planning for longevity, inflation and future tax increases.
How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
How to create a customized retirement income & tax strategy.

These workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Exclusive Offer

All attendees are eligible to receive a complimentary retirement snapshot analysis for your current plan and a free retirement tax strategy review!

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