No-Cost Event at Middle Tyger Library in Lyman, SC
Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy
Strategies To Help Maximize Your Income & Reduce Your Taxation in Retirement
*This event is not sponsored by or affiliated with the Middle Tyger Library.
Event Details
Middle Tyger Library
170 Groce Road #1724, Lyman, SC 29365
Event Options:
– Thursday, October 3 at 6:30 p.m. – Tuesday, October 8 at 6:30 p.m.
Seating is limited. There is no charge to attend!
Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be one of the largest sources of income in retirement while taxes may be one of the largest expenses. Not properly planning for both can lead to less income in retirement. Join us for a special event at Middle Tyger Library where we will discuss the following important topics:
- What’s new and changing for Social Security¹ and taxes² in 2024.
- The changing financial landscape for those approaching retirement.
- The impact that proposed changes to tax laws, market volatility, high interest rates and rising inflation may have on your retirement income.²
- Why taxes can be one of your biggest retirement expenses without a proper plan in place.
- Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
- How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
- Claiming strategies, common mistakes to avoid and planning techniques to help you maximize your Social Security benefits.
- How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
- Planning for longevity, inflation, and future tax increases to ensure you won’t OUTLIVE your money in retirement.
- And MUCH more!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.
Claiming Your Social Security Benefits at the Wrong Age May Reduce Your Benefits By 57%³
Social Security is one of the most valuable and least understood benefits available to retirees today. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.
Join us for an enlightening presentation to learn about the latest strategies to help ensure you’re optimizing your Social Security strategy in conjunction with your overall retirement income and tax strategy. We’ll also talk about strategies to help protect your assets from the impact of market volatility so you don’t outlive your retirement savings.
Meet Your Host
Constantine (Dino) Burlos, Investment Advisor Representative with OneSource Wealth Advisors, LLC
Constantine has been in the financial services industry for over 23+ years. He holds the series 65 securities registration.
Constantine shares his life with his wife Rae, daughters Caroline and Heather, along with two wonderful granddaughters Elizabeth and Victoria. Constantine & Rae live in Lyman, SC. Caroline graduated from Clemson University, while Heather graduated from Virginia Commonwealth University. When he isn’t helping those about to retire or are retired with their finances, you can probably find him on the golf course.
Constantine is a 50% partner and operates OneSource Wealth Management, LLC, where he and his staff specialize in helping individuals minimize taxes through effective investment methods. He has developed a specialty in working with closely-held business owners and individuals about to retire or are retired.
Furthermore, he hosts informational programs throughout South Carolina and Virginia, on retirement planning and investment strategies. He is proud to be a Speaker with the Society of Financial Awareness (SOFAUSA.ORG), where his belief is that it is his duty to help inform the public and help individuals prepare for a confident & stable retirement.
He is an Investment Advisor Representative with OneSource Wealth Advisors, LLC. He is also an Independent licensed Insurance agent, which allows him to focus on bringing the best resources to “you, the client.” He is thrilled that you have given him an opportunity to share his experience with you. He is looking forward to helping you build, protect, and preserve your assets.
© 2024 Your Retirement Reality | Privacy Policy
¹ https://www.ssa.gov/cola/
² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
³ https://www.ssa.gov/oact/quickcalc/early_late.html
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.