Taxes, Social Security & Investments

Location:

32 West Avenue
Ocean View, DE 19970 United States

Directions

Date:

October 17, 2023

Time:

5:30 pm - 6:30 pm

WE WILL DISCUSS:

  • When your benefits may begin and how the age at which you apply will affect the amount you receive
  • How to maximize Social Security benefits and how to minimize the taxes you pay on them.
  • Strategies to consider before deciding to apply for benefits.
  • How your current employment will affect benefits.
  • The 3 ways taxes could change in retirement
  • Understand the difference between tax risk and legislative risk
  • Specific strategies to potentially reduce your taxes in retirement
  • When it makes sense to delay benefits – and when it does not

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