Social Security & Taxes

Social Security & Taxes

Course Description

A course designed to help you understand important tax changes and claiming Social Security Benefits. Learn what you need to know about the 2019 tax year changes and Social Security Rules. The time to be prepared is now. This course focuses on financial terms and concepts that are important to retirement. Plus, it explains strategies designed to accomplish common objectives such as tax efficient withdrawals, lifestyle preservation and providing a legacy. Both retirees and pre-retirees will benefit from attending this class.

Course Objectives

In this course, you will help you understand the recent tax changes and what it means for you and your retirement. The largest tax reform in over three decades is now upon us and may shake up the lives of millions of Americans. It could redistribute the country’s wealth, possibly sway decisions about how you save for retirement and possibly impact you and your family. You will learn what you need to know about the 2019 tax year changes. The time to be prepared is now.

Topics of discussion include:

1. How to maximize Social Security benefits and how to minimize taxes on them
2. Learn how the new tax law changes could affect you
3. Why the SSA cannot give you advice on your filing options
4. Strategies to consider before deciding to apply for benefits
5. New Strategies to dramatically cut your retirement income taxes
6. The future of Social Security, the tax system and what it
means to you
7. How the wrong Social Security decision can cost
you money

Course Participation

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.

Plus, it explains strategies designed to accomplish common objectives such as coordinating tax-efficient withdrawals,
lifestyle preservation and providing a legacy.

Course Instructors

Course Instructors come from the financial services industry. They bring many years of experience to the classroom and enhance the course with “Real World” examples of many of the principles being taught. This course is interactive and your participation is encouraged, but not required.