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Taxes, Social Security & Investments – Ocean City
Date:
September 17
Time:
6:00 pm - 7:00 pm
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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