Taxes, Social Security & Investments – Ocean City

Location:

502 94th Street
Ocean City, MD 21842 United States

Directions

Date:

September 17

Time:

6:00 pm - 7:00 pm

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and how to position yourself for better returns with the current market volatility and inflation.

If you would like more information on how to maximize your retirement income, including social security, in this current environment, this workshop is for you.

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

Register For This Event

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