Social Security & Tax Planning Workshop in Exton, PA

The timing of when to apply for Social Security can be a very complex decision. Understanding the different benefits you could be entitled to can be the difference of $10K's in overall benefits received or an uninformed decision could potentially impact your retirement income by $10K's left on the table.

These important topics will be addressed:

• How did new Social Security Laws affect your retirement strategy?
• Why waiting to take Social Security may or may not be your best move.
• What happens if your spouse is still working?
• What if you still are or want to work part-time?
• What if you are divorced or widowed/widower?
• How to maximize your Social Security benefits.
• How you can reduce taxes on Social Security.

AS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS:

How to potentially reduce taxation on your Social Security after you start receiving your benefits.

How you can potentially fill the gap between Social Security and your desired Retirement Income.

How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.

How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.

Learn strategies that teach you how to structure RMD's Tax Efficiently.

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed? No there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

*Registration is Required

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