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 Ever Grain Brewing Company on Monday, April 28 or Wednesday, April 30 at 6:00 p.m. for a complimentary dinner 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
Ever Grain Brewing Company
4444 Carlisle Pike, Camp Hill, PA 17011
Date & Time
– Monday, April 28 at 6:00 p.m.
– Wednesday, April 30 at 6:00 p.m.
What's on the menu?
Your choice of entrée between the Fish & Chips, Korean BBQ Fried Chicken, Al Pastor Chicken Cobb Salad, Brewery Ceasar Salad with choice of shrimp, chicken or salmon, Hot Chicken Sandwich, Margherita Pizza, or Smash Burger.
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 Presenter
Jay Bhagat | Go Comprehensive, LLC
Go Comprehensive believes that every person and their family is different – with different financial and health care needs. Our belief in customized and individually tailored plans drives us as independent agents. Because of our independence, we are able to completely focus on your needs rather than push a specific set of products. Even from that initial phone call, we genuinely care about you, your health and your future. That’s why we believe our passion in combination with our financial skills and health care knowledge will guide you and your family toward the best options available.
State License Number: 428206
Your Presenter
Peter Pecora | Financial Advisor | Vantage Point
Peter was born and raised in Central Pennsylvania. He enjoys spending time with his wife and 2 girls, ages 4 and 1. He believes that there is nothing better than a good round of golf. Peter is starting his 5th year in the financial services industry and thoroughly enjoys every new relationship it has brought him over the years.
State Insurance License Number: 1009851
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.
What’s on the menu?
Your choice of entrée between the Fish & Chips, Korean BBQ Fried Chicken, Al Pastor Chicken Cobb Salad, Brewery Ceasar Salad with choice of shrimp, chicken or salmon, Hot Chicken Sandwich, Margherita Pizza, or Smash Burger.
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. 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!
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¹ https://www.kiplinger.com/retirement/retirement-planning/outlive-your-money-in-retirement
² https://www.ssa.gov/oact/quickcalc/early_late.html
*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.