Social Security and Roth Conversions workshop

Name: Social Security and Roth Conversions workshop
Start: 2025-08-26T17:30:00-07:00
Location: 516 Crater Lake Avenue, Medford, OR, United States, Oregon 97504

Schedule

Tue, 26 Aug, 2025 at 05:30 pm

UTC-07:00

Location

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

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.