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.

Disclosure: Milestone Educators and Sound Planning Group are not affiliated with or endorsed by any government agency. Sound Planning Group, Inc (SPG) offers Medicare and insurance products and operates together with SPG Advisors LLC (SPGA), an SEC registered firm, that offers investment advisory services. Registration with the SEC does not imply a certain level of skill or training but indicates that it is subject to SEC oversight. Appointments are offered as an opportunity to discuss individual financial needs, which may vary. No purchase is required and participation in the workshop does not guarantee specific financial outcomes or create an advisory relationship. Attendees should consult a qualified professional before making financial decisions.

Host or Publisher Milestone Educators