This workshop is designed for pre-retirees who are within a few years of retirement. It helps participants assess their retirement plans and make the transition to retirement as smooth as possible. The Mastering Social Security class provides you with sound financial advice on how and when you should take Social Security to maximize your benefit by applying at the right time; strategies for couples, divorced individuals and surviving spouses; and the impact of poor decisions and how to avoid costly mistakes.

Attend this seminar and learn about:

• When to Claim Social Security Benefits - Understand the impact of claiming benefits at age 62, full retirement age, or delaying until 70—and how it affects your monthly payout.

• Optimizing Your Benefits - Strategies to increase your Social Security payments, including how your earnings history and spousal benefits factor into the calculation.

• The Tax Implications of Social Security - Learn how Social Security benefits are taxed and how to structure your income to minimize the tax burden.

• Spousal, Survivor, and Divorce Benefits - Discover how to take advantage of spousal benefits, survivor benefits, and benefits after divorce.

• The Impact of Working While Claiming Benefits - Explore how continuing to work after claiming Social Security may affect your benefits.

• Tips for integrating Social Security into your broader retirement income plan, including pensions, 401(k)s, and IRAs - Coordinating Social Security with Other Retirement Income.

This comprehensive course addresses the biggest concerns, challenges and questions faced by most Americans when planning their retirement strategy. Josh will cover the essentials of a sound retirement plan and how to protect your assets from Uncle Sam and keep more of your retirement income on Tuesday, April 21st at 6:30PM EST.

The class will take place at:

Fort Wayne Manchester, Room 153

10627 Diebold Rd, Fort Wayne, IN 46845

What you need to know NOW to avoid paying too much LATER!

Who doesn’t want to minimize their tax liability?

Prudent planning and management of your taxes in retirement can seem like a complex and overwhelming task. In this class, we simplify the topic to help you understand how your assets are taxed, how the latest tax code changes could affect you, and what you can do TODAY to minimize your tax liability going forward.

We will discuss these important topics and more: 

• Tax Planner vs. Tax Preparer – Tax preparers look back, tax planners look forward. 

• How much of your Social Security is taxable?

• What are the advantages of a Roth Conversion?

• The benefits of “Tax Smart” Asset Allocation.

• How to protect yourself from a potential “Tax Storm”.

• What is tax diversification?

• Discover the biggest threat to your retirement and what you can do about it.

• Discover why all retirement accounts are an IOU to the IRS.

• Ways to mitigate and eliminate taxes on your retirement accounts.

• Are you prepared for all “4 seasons of taxation” in retirement?

• When will the sale on taxes end and how can you take advantage of the sale now?

REGISTER TODAY AND GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION!

Presented by:

This comprehensive course addresses the biggest concerns, challenges and questions faced by most Americans when planning their retirement strategy. Josh will cover the essentials of a sound retirement plan and how to protect your assets from Uncle Sam and keep more of your retirement income on Thursday, April 23rd at 6:30PM EST.

The class will take place at:

Fort Wayne Manchester, Room 153

10627 Diebold Rd, Fort Wayne, IN 46845

What you need to know NOW to avoid paying too much LATER!

Who doesn’t want to minimize their tax liability?

Prudent planning and management of your taxes in retirement can seem like a complex and overwhelming task. In this class, we simplify the topic to help you understand how your assets are taxed, how the latest tax code changes could affect you, and what you can do TODAY to minimize your tax liability going forward.

We will discuss these important topics and more: 

• Tax Planner vs. Tax Preparer – Tax preparers look back, tax planners look forward. 

• How much of your Social Security is taxable?

• What are the advantages of a Roth Conversion?

• The benefits of “Tax Smart” Asset Allocation.

• How to protect yourself from a potential “Tax Storm”.

• What is tax diversification?

• Discover the biggest threat to your retirement and what you can do about it.

• Discover why all retirement accounts are an IOU to the IRS.

• Ways to mitigate and eliminate taxes on your retirement accounts.

• Are you prepared for all “4 seasons of taxation” in retirement?

• When will the sale on taxes end and how can you take advantage of the sale now?

REGISTER TODAY AND GAIN CONFIDENCE THROUGH FINANCIAL EDUCATION!

Presented by: