2/25/2025: Maximize Your Social Security & Minimize Your Taxes

Maximize Your Social Security & Minimize Your Taxes

Deciding when to claim Social Security benefits can be challenging. This workshop simplifies the process, helping you explore your options and strategies before filing for benefits. Learn how Social Security integrates with other retirement assets, the tax implications of your decisions, and strategies to reduce tax liability in retirement.

Key questions we’ll address include:

• How can I maximize my benefits while minimizing taxes?
• What rules and regulations should I understand before filing?
• How much income could I lose by filing at the wrong time?
• How are my benefits impacted if I keep working?
• How can Social Security and other income sources ensure a secure retirement?

Join us to gain clarity and confidence in your retirement planning decisions.

Host or Publisher AFS Financial Group