Social Security and Roth Conversions workshop, 26 August | Event in Medford | AllEvents

Social Security and Roth Conversions workshop

Melissa Mlasko - Futurity First

Highlights

Tue, 26 Aug, 2025 at 05:30 pm

516 Crater Lake Avenue, Medford, OR, United States, Oregon 97504

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Date & Location

Tue, 26 Aug, 2025 at 05:30 pm (PDT)

516 Crater Lake Avenue, Oregon 97504

516 Crater Lake Ave, Medford, OR 97504-6862, United States

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About the event

Social Security and Roth Conversions workshop
Are you nearing retirement or already retired? This FREE workshop is designed to help you protect and maximize your hard-earned money before the upcoming tax law changes hit in 2026, along with the best time to elect social security.

Join us as we uncover strategies to help you keep more of your retirement — and avoid costly mistakes.

Sign up here: https://www.futurityretirementadvisors.com/event-details/august-maximizing-social-security-roth-conversions

✅ What you’ll learn:

How the Big Beautiful Bill tax cuts are quietly impacting your Social Security

The 6 hidden negatives buried in most IRAs — and the one powerful move that eliminates them all

Why Required Minimum Distributions (RMDs) could explode your tax rate — even up to 39.6% in 2026

The little-known "double compounding" cost that could drain over $500,000 from your future retirement

The best time to elect Social Security to maximize your lifetime benefit

How to convert IRAs and 401(k)s the smart way — without shrinking your account or spiking your tax bracket

🎯 Don’t let taxes and bad timing sabotage your retirement. Get the facts you need to make informed, confident decisions about your Social Security and retirement planning.


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516 Crater Lake Avenue, Medford, OR, United States, Oregon 97504
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Host Details

Melissa Mlasko - Futurity First

Melissa Mlasko - Futurity First

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Social Security and Roth Conversions workshop, 26 August | Event in Medford | AllEvents
Social Security and Roth Conversions workshop
Tue, 26 Aug, 2025 at 05:30 pm