Optimizing Your Social Security Workshop in Yorba Linda, CA

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.

Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the particular needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosely Insurance & Financial Services.

Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766

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Host or Publisher Tom Mosley