You're invited!
Maximizing Social Security Benefits & Minimizing Taxes: Strategies to Help Increase Your Income and Reduce Taxation in Retirement
Join your local host at The Beacon Recreation Center on Tuesday, May 13 or Thursday, May 15 at 6:30 p.m. for a timely and informative tax and Social Security planning seminar. During this event, we’ll discuss:
- Upcoming changes to taxes: Implications of the 2025 expiration of the Tax Cuts and Jobs Act.
- Social Security taxation: Ways to help reduce tax liability on Social Security and other income sources.
- Tips to maximize your Social Security benefits: Key strategies like delaying benefits, coordinating with your spouse and minimizing taxes.
Seating is limited. This is a no-cost, no-obligation event.
Join the 100,000+ who have attended Your Retirement Reality's nationwide events and walk away with newfound confidence and actionable retirement strategies.*
Event Details
Location
The Beacon Recreation Center
1100 Mansfield Webb Rd, Arlington, TX 76002
Date & Time
– Tuesday, May 13 at 6:30 p.m.
– Thursday, May 15 at 6:30 p.m.
Registration Closes In:
There's no better time to reevaluate your tax and retirement income plan to help ensure you won't outlive your money. At this seminar, we'll discuss:
- Social Security and Tax Strategies: Learn how planning can help maximize your monthly income.
- Dealing with Stealth Taxes: Identifying and managing tax implications in retirement planning.
- Retirement Income Planning: Learn ways to help optimize your retirement strategies, decide between tax-deferred and tax-free accounts, and potentially minimize taxes.
- Filing at the Right Time: Explore how your age at filing can significantly affect your monthly benefits.
- Spousal and Survivor Benefits: Maximize benefits for married, divorced or surviving spouses.
- Employment: Understand how working impacts your Social Security benefits.
Why Attend?
01
Preparedness
People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.
02
Preservation
Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.
03
Confidence
Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.
Protect your financial future.
Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…
Proactive Social Security Strategies
Learn ways to help maximize your benefits and ensure you get the most out of your contributions.
Tax-Efficient Retirement
Income
Discover ways to help reduce your tax burden and keep more of your hard-earned money.
Investment Strategies for Volatile Markets
Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.
Longevity & Legacy
Planning
Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.
Your Presenters
Rebecca Irey | Blue Sky Financial
Together with her husband Quentin, Rebecca has raised a large and loving family of seven children and now delights in the joys of six grandchildren, residing just north of Austin, Texas. With a career in the financial sector that began in her college days, Rebecca’s dedication to assisting American families is unwavering. She is deeply committed to helping guide families towards rapid debt elimination and asset accumulation, employing budget-conscious methods and savvy strategies.
Rebecca is not just an advocate for reaching your retirement goals; she has expertise in helping design strategies for tax-free income streams in retirement. Her expertise extends from college financial planning to Medicare advocacy, helping ensure that families navigate the complexities of financial complexities that can come with retirement, with ease and confidence.
Jerry Lawrence | Blue Sky Financial
From the disciplined ranks of the Army to the nuanced world of retirement planning, Jerry has built a career marked by dedication, expertise, and a deep commitment to helping others.
During his eight years of military service, Jerry honed a unique set of skills that include strategic foresight, leadership under pressure, and a meticulous approach to problem-solving. These experiences provided him with a strong foundation for understanding the needs of those transitioning from active duty and planning for their futures.
After serving in Operation Desert Storm and transitioning from the military, Jerry embraced a new challenge as a retirement specialist. Today, he excels in creating tailored retirement plans that ensure clients are well-prepared for the next chapter of their lives. With a focus on clarity and personalized service, Jerry helps clients navigate their financial futures with confidence.
With 25 years of experience in the financial industry he brings a wealth of experience and dedication to helping clients secure their financial futures, Jerry uses his extensive experience to craft comprehensive retirement strategies tailored to individual needs.
Frequently Asked Questions
What is Your Retirement Reality?
Your Retirement Reality is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.
Who is this event for?
Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.
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© 2025 Your Retirement Reality | Privacy Policy
¹ https://www.kiplinger.com/retirement/retirement-planning/outlive-your-money-in-retirement
*Information is applicable to all events conducted by its collective members through Your Retirement Reality from 2016-2025.
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.