Social Security Workshop in Georgetown, TX

There’s been a lot of talk in the news about Social Security: future funding, possible changes, and what it all means for retirees and those still planning ahead.

What You'll Learn:

• Eligibility & Claiming Basics: Understand who qualifies and when you can start collecting Social Security. Who is impacted most by the recent rule changes to Social Security.
• Claiming Strategies: Discover the key factors that influence when you should start claiming to maximize your benefits. Common mistakes that routinely cost many retirees thousands in lifetime SS benefits.
• Tax Planning for Social Security: Learn how Social Security income is taxed and actionable strategies to reduce your tax burden.
• Real-World Examples: We’ll demonstrate how to minimize taxes and maximize benefits with real-world examples. Why the stock market could influence your Social Security decision.
• Building a Sustainable Retirement Income: See how your Social Security benefits can fit seamlessly into your overall retirement and tax plan.

Don't Miss This Opportunity to Secure a More Confident Retirement!

This is a no-obligation, informative session that can help you save on taxes and maximize your retirement income.

AS A BONUS WE WILL ALSO COVER THESE IMPORTANT TOPICS:

• How to potentially reduce taxation on your Social Security after you start receiving your benefits.
• How you can potentially fill the gap between Social Security and your desired Retirement Income.
• How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.
• How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
• Learn strategies that teach you how to structure RMD's Tax Efficiently.

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed? No there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

We are not affiliated with any government agency, this seminar is for information only and includes opinions from the speaker. Always consult with your tax, legal and financial professional.

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