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Educational Workshops Information
Social Security and Taxes
Social Security will likely be one of the most important income sources in your retirement. Tax laws and Social Security rules are continually changing; understanding how your Social Security benefit is calculated, what various filing options are available, how it could impact your tax situation, and how different timing options will influence your overall retirement plan is paramount when looking at long-term planning.
Agenda:
How your benefit is calculated & ways to potentially increase it.
When can you file for your benefit and what factors to consider.
Can I collect my SS benefit and still work?
How will my SS benefit impact my tax situation?
Understand filing options and timing strategies to attempt to maximize your lifetime benefits.
Creating an efficient retirement income plan.
Taxes in Retirement
Tax rules, legislation, and financial strategies are constantly changing. Understanding how your various income streams, investment assets, and account types will impact your tax situation can be a crucial piece of your retirement and estate plan. Learn the basics around taxes and discuss some strategies that may help you be more efficient with your assets and help to minimize what you pay to the IRS over your lifetime and beyond.
Agenda:
Understand the current tax environment and some potential changes coming in the future.
How will my Social Security benefit be taxed and how does it fit in with the rest of my retirement?
Gain comprehension of the tax treatment of your Non-Qualified, Traditional, and Roth accounts.
Assess strategies to enhance your tax efficiency within your retirement plan.
Roth Conversions: how they work and how to assess potential advantages.
Tax advantaged strategies with investment Real Estate or Insurance products.