Social Security & Taxes Workshop

Your financial future depends on informed decision-making, especially around Social Security benefits. Some retirees unknowingly lose hundreds of thousands of dollars due to poor planning. By joining our class, you’ll gain the insights needed to understand your benefits and plan your retirement income effectively.

We will cover important topics like:

• Understand how Social Security taxation could affect you
• Ways to help optimize your Social Security payments
• Plan appropriately for retirement income
• Learn how NEW legislation changed Social Security claiming options
• Understand how Social Security affects your spouse
• Tailored Strategies for Couples, Divorced Individuals, & Widows

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Milestone Educators specializes in helping those in or near retirement through educational courses in topics of key interests, including Medicare, Tax-Advantage Planning and Retirement Investment Planning. This event is educational and no Medicare Advantage plan-specific benefits will be discussed. Milestone Educators is not affiliated with or endorsed by any government agency.

Host or Publisher Milestone Educators