Educational Workshops:
Social Security Retirement Income & Tax Planning
Educational Workshop @ Lumpkin County Community Center May 28 & 29
JOIN US FOR A COMPLIMENTARY EDUCATIONAL EVENT
Retirement Income & Tax Planning: Optimizing Social Security* Benefits & Managing Tax Liabilities
Lumpkin County Community Center
365 Riley Rd, Dahlonega, GA 30533
Wednesday, May 28 @ 6:30pm
Thursday, May 29 @ 6:30pm
Presented by Wall Street Journal Best-Selling Author, Beau Henderson, RICP® National Social Security Advisor
ENJOY TWO KEY TOPICS WITH YOUR RESERVATION! SOCIAL SECURITY BENEFITS & STRATEGIES TO MANAGE YOUR TAXES IN RETIREMENT
SOCIAL SECURITY BENEFITS & TAXES IN RETIREMENT
SOCIAL SECURITY BENEFITS:
- Filing Social Security correctly: Learn strategies to help you file at the right time for your situation.
- Optimize your eligible benefits: Discover ways to increase the amount you can receive.
- Avoid common filing mistakes: Understand the most frequent errors and how to avoid them.
- Tax-efficient Social Security strategies: Explore methods to manage taxes on your benefits.
- Income limits and Social Security: Learn how extra income affects your benefits.
- How Social Security is taxed: Get clear on tax rules for your benefits.
- Claiming spousal and ex-spousal benefits: Find out how to access additional benefits through spousal options.
TAXES IN RETIREMENT:
- How to plan for the Widow’s Tax Penalty: Learn strategies to manage the tax burden during this difficult time.
- How taxes change in retirement: Understand how the marginal tax system works after you retire.
- Will your IRA withdrawals be taxed at a lower rate? Explore whether your withdrawals will be taxed at a lower rate than when you contributed.
- How Social Security affects your tax bill: Learn how Social Security benefits interact with other income for tax purposes.
- Capital gains and dividends in retirement: Find out how investment income affects your taxes in retirement.
- Deductions, credits, and exemptions: Get clear on how these reduce your taxable income.
- How Required Minimum Distributions (RMDs) impact taxes: See how RMDs affect your tax liability and income planning.
- Medicare premiums and your income: Learn how income can affect your Medicare premiums.
- Tax control strategies in retirement: Explore ways to manage taxes on your retirement income.
SOCIAL SECURITY BENEFITS
Social Security plays a major role in retirement income but making the wrong decisions when you file can be costly. By attending this workshop, you’ll get the facts and strategies you need to make informed choices to optimize your benefits and avoid common pitfalls.
Whether you’re married, single, or divorced, we’ll guide you through the essential steps to help ensure you’re making the best decision for your financial future.
TAXES IN RETIREMENT
Additionally, we’ll cover how Social Security benefits are taxed and explore ways to better manage those taxes. Understanding how Social Security interacts with other income sources is key to building a solid retirement plan.
Join us to learn ways to keep more of your hard-earned benefits by optimizing your filing strategy for your household and managing taxes effectively.
Note: Investment advisory services are offered by investment adviser representatives of Fiduciary Capital Inc., a state-registered investment adviser firm. Insurance services are provided through RichLife Advisors. LLC, an insurance agency. Although Fiduciary Capital Inc. and RichLife Advisors LLC are separate legal entities, they are affiliates under common ownership. *Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits. This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources.By registering, you agree to our Privacy Policy.