Description
Claiming Social Security at the wrong age may reduce your benefit by up to 57%!
Now that the new administration is in office, what changes are coming? New laws or modifications to past laws may impact your benefits and the way you make your election. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn't share directly with you.
Come and learn more at this complimentary group presentation, hosted by local retirement specialists from George Wealth Management. This informational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.
During this Workshop you will learn:
- Discover how the new Federal Tax Legislation may cost your family thousands in tax dollars and what you can do about it.
- How to reduce taxation on your Social Security after you start receiving your benefits.
- How two special claiming strategies may increase your total benefits.
- Learn how the recent SECURE ACT legislation could affect your retirement plan.
- Potentially pay far less on your retirement income.
- How married couples can avoid missing out on substantial benefits.
- How to plan Social Security with all other sources of retirement income.
Social Security to a complicated program. It is to your benefit to understand how they work and how you could potentially maximize your benefits. Wisely managing your Social Security retirement benefits starts with understanding the facts.
For reservations, please call 423-267-6858, extension 1, to leave a voicemail. Alternatively, you can click the reservation button to register online.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice. This information may not be relied on for the purpose of determining your social security benefits or eligibility, or avoiding any federal tax penalties. You are encouraged to seek advice from your own tax or legal professional.
Date and Time
Thu, Oct 17, 2024
6:00p - 7:00p EST
Location
North River Civic Center
Note
If you register online and indicate you are bringing a guest, our office will contact you to obtain your guest's details. For any inquiries, please contact Angie Housse at 423-267-6848 ext. 701.