Understanding Social Security: Maximizing Benefits & Minimizing Taxes
Did you know that claiming Social Security at the wrong age may reduce your benefit by up to 57%?
That’s why it is critical to know the facts before you file! You’re invited to join us for a special class where you will learn strategies to help potentially maximize your Social Security benefits and minimize your overall tax burden.
Social Security is the first or second largest source of income for most retirees and new laws and proposed changes to Social Security have the potential to impact your benefits and quality of life during retirement. By staying informed, you can help ensure you make the best decisions for your financial future.
You will leave this class with valuable answers that can help you navigate Social Security such as:
- Which strategies are still available to me?
- When should I start receiving my benefits?
- How will this decision affect my spousal benefits?
- Survivor benefits for widowed & divorced spouses?
- Single, married, divorced, or widowed — learn ways to help maximize your lifetime Social Security benefits.
For more information or to register, call (615) 900-1441 or click here to sign up online.