Timely Event at Frisco Public Library in Frisco, TX
Maximizing Social Security Benefits & Minimizing Taxes
Strategies to Help Increase Your Income and Reduce Taxation in Retirement
Event Details
Frisco Public Library
8000 Dallas Pkwy, Frisco, TX 75034
Event Options:
– Tuesday, October 21 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 Frisco Public Library where we will discuss the following important topics:
- What’s new and changing for Social Security and taxes in 2025.
- 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.
- 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: 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!
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 Significantly Reduce Your Benefits
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 Hosts
Indu Koroth, Certified Financial Fiduciary®️, The Porter Group
Indu Koroth is a Certified Financial Fiduciary®️ based in Texas, specializing in income protection and retirement strategies. With expertise in life and health insurance products, she focuses on guiding clients through asset distribution planning, budgeting, and long term retirement readiness.
Driven by a mission to foster financial literacy, Indu helps empower clients across generations to embark early on income accumulation, protecting their assets, and building a stable income strategy for a confident retirement. She aspires to help individuals retire early and intentionally, aligning their lifestyle with their personal goals and values.
Outside of her financial career, Indu cherishes staying active through workouts, exploring wellness-conscious cooking, traveling, and immersing herself in diverse cultures and lifestyles.
Cayla Dee Porter, Certified Financial Fiduciary®️, The Porter Group
Cayla Dee is a traveling Certified Financial Fiduciary®️ who splits her time between California and Texas. Although she is primarily based in California, she holds her Life, Accident and Health license in multiple states throughout the United States.
Her financial focus is on Conservative Strategies that help protect your wealth. When it comes to retirement planning, she will guide you towards proper and strategic asset distributions that allow you to transition into retirement confident and prepared. She also helps navigate you through proper budgeting, and saving techniques to help be prepared for the financial plans you have ahead.
Being an educator at heart, she strives to increase her clients financial literacy and investment knowledge to help them make powerful and informed decisions for their future.
As a younger financial professional, “I strive to encourage my generation and our future generations to start building wealth early, protecting their assets, and spreading financial awareness. Building financially independent individuals who can retire early and enjoy a lifestyle tailored to their aspirations and goals is a focus of mine”.
Away from work Cayla Dee enjoys spending quality time with her nieces and exploring new cuisines. She also spends time outdoors hiking the mountains and beaches of California.
© 2025 Your Retirement Reality | Privacy Policy
State License #: TX #3042823 | CA #4197988 | The Porter Group offers insurance products and services. The Porter Group and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.
Indu and Cayla Dee are licensed to offer insurance products only and do not provide investment, legal, or tax advice. Any discussion of retirement account rollovers is strictly limited to insurance-based options such as annuities. I do not provide recommendations regarding the sale or purchase of securities, nor do I offer investment management services. Clients should consult a properly licensed financial professional before making decisions involving securities or investments.
Insurance services have a best interest standard which requires recommendations to be in your best interest. Agents may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
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.