No-Cost Event at Draper Library in Draper, UT

Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy

Strategies To Help Maximize Your Income & Reduce Your Taxation in Retirement

Event Details

Draper Library
1136 E Pioneer RdDraper, UT 84020

Event Options:

– Tuesday, October 22 at 6:00 p.m.

– Thursday, October 24 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 Draper 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!

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 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

Brian Stoker, Director of Advanced Retirement Planning
Brian Stoker, Senior Wealth Advisor at West Ridge Advisors, is dedicated to helping you achieve a stable and fulfilling retirement. Holding expertise in retirement income planning, Social Security strategies, tax-saving strategies, legacy planning, and investment advice, Brian helps ensure every aspect of your retirement is optimized.

Brian upholds the highest standards of integrity, building lasting relationships grounded in confidence. Brian excels at keeping clients informed about the retirement landscape, crafting personalized plans that maximize their retirement benefits and provide financial freedom. Brian can help you navigate the complexities of retirement with confidence, knowing you have a dedicated partner by your side every step of the way.

© 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

West Ridge Advisors, LLC (West Ridge) is an investment adviser registered pursuant to the Investment Advisers Act of 1940 with the Securities and Exchange Commission (SEC) and various state jurisdictions. The information provided has not been approved or verified by any state or federal securities authority. Our conflicts of interest, fees and services are described in Form ADV Part 2A and our Form CRS. Additional information about West Ridge is available on the SEC website at www.adviserinfo.sec.gov. Registration with the SEC or other securities regulators does not imply a certain level of skill or training. Licensed Insurance Professional.

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.