Maximize Your Social Security & Minimize Your Taxes: In-Person Workshop (11/14)

As you approach retirement, deciding when to claim your Social Security benefits can be a confusing and overwhelming decision. This workshop is designed to help you gain a clearer understanding of the different options available as well as the strategies you should consider BEFORE filing for your benefits. We will take aerial view of the retirement planning process, by exploring how Social Security works in coordination with your other retirement assets. We will also look at the impact of taxes and strategies to reduce your tax liability in retirement.

November 14, 2024