Social Security Workshop in Fort Collins, CO

TOPICS WE WILL DISCUSS:

• 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.
• Learn strategies that teach you how to structure RMD's Tax Efficiently.
• What if I or my spouse have PERA benefits?
• Changes to Social Security filing strategies
• How married couples can help enhance their combined monthly and lifetime benefits
• What is IRMAA and how can I avoid this lifetime cost?
• How to claim retroactive benefits as a lump sum
• The effect of remarriage on survivor benefits for widowed and divorced spouses
• Five factors that could reduce the actual payments you receive
• Social Security is giving a raise in 2024, but what if this pushes you into a higher tax bracket?
• Why the 2024 wage base limit raise could cost you in additional taxes

YOUR RETIREMENT SAVINGS MAY BE IN SERIOUS JEOPARDY!

With the underfunding of Social Security and Medicare, your own retirement savings may be used against you, resulting in the following:

1. Higher Medicare Premiums (IRMAA)
2. Money Lost in Social Security Benefits
3. Potential Higher Taxes

WHAT TO EXPECT:

• Ways to keep more of your Social Security benefit.
• How to potentially avoid IRMAA.
• Create strategies that are 100% tax-free and avoid market risk.

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

• How did new Social Security Laws affect your retirement strategy?
• Is "File and Suspend" really gone?
• 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?
• How to maximize your Social Security benefits.
• How you can reduce taxes on Social Security

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.

Is this sponsored by the Social Security administration? Greg Anderson is not affiliated with the Social Security administration or any other government agency. Not affiliated or endorsed by venue.

The Foundation for Financial Independence is a 501(c)(3) nonprofit organization dedicated to empowering individuals and families to make educated decisions about finances by providing a team of volunteer expert educators who host no-cost financial education classes, workshops, and webinars throughout the country. Our mission is to provide a higher financial literacy to communities across the country and maximize standards of living, lifetime income, and retirement plans.

Host or Publisher Greg W. Anderson, CEA, CSA