Complimentary Event at Council Bluffs Public Library

Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy

Strategies To Maximize Your Income & Reduce Your Taxation in Retirement

Event Details

Council Bluffs Public Library
400 Willow AveCouncil Bluffs, IA 51503

Event Options:

– Council Bluffs Public Library on September 26 at 6:00 p.m.

– Council Bluffs Public Library on September 28 at 6:00 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 your largest source of income in retirement while taxes may be your largest expense. Not properly planning for both can lead to less income in retirement. Join us for a special event at Council Bluffs Public Library where we will discuss the following important topics:

  • What’s new for Social Security¹ and taxes² and what may be changing in 2023.
  • Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
  • The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.²
  • Claiming strategies & planning techniques to help you get the most out of your Social Security benefits.
  • How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
  • Little-known claiming strategies and planning techniques to help you maximize your Social Security benefits.
  • How properly claiming spousal benefits may increase your lifetime Social Security income.
  • How Social Security ties into your overall retirement income plan.
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • Common filing mistakes and how to avoid them.
  • Basic Medicare “must-knows” about how Medicare works and the different options.
  • Survivor Benefits: What they are and how they work.
  • 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 and minimize your taxation in retirement?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds
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 complimentary retirement snapshot analysis for your current plan 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

Scott Lautenbach, Trinity Financial Group
Detailed and attentive, Scott’s end goal is to offer clients the opportunity to grow their wealth with their future in mind. Personal service and frank, open conversation are two things clients will find Scott does differently than other financial professionals. He listens to his clients, filling a need, and through that process, solves the circumstance correctly, attending to their needs long-term. His expertise and prompt attention to client needs over long periods of time truly helps them gain a better understanding of their financial outlook.

© 2023 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

Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Trinity Financial Group are unaffiliated entities.

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. We recommend that you seek professional legal advice for applicability to your personal situation.

 

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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. 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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.