Important Webinar for NC Baby Boomers
Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy
Strategies To Maximize Your Income & Reduce Your Taxation in Retirement
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 a special webinar to learn timely strategies to help ensure you don’t make any costly, irreversible mistakes!
Do you have a plan to help maximize your Social Security benefits and reduce taxation? Join us for a special, live webinar where we will discuss the following important topics:
- What’s new for Social Security¹ and taxes², and what to expect as we head toward 2024.
- 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.
- Survivor Benefits: What they are and how they work.
- And MUCH more!
WEBINAR DATES & TIMES
– Tuesday, September 19 at 12:00 p.m. EDT
– Wednesday, September 20 at 3:00 p.m. EDT
– Thursday, September 21 at 6:00 p.m. EDT
REGISTRATION CLOSES IN:
This webinar combines two empowering elements:
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive specific information about your personal options to help you decide the best time to take Social Security benefits.
Claiming Your Social Security Benefits at the Wrong Age May Reduce Your Benefits By Up To 57%²
Financial Education Partnership, Representative
Beck Smith is an educator with the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country.
Originally a Texas native, Beck attended the University of North Carolina at Wilmington in 2002 and hasn’t left the coast since. After graduating in 2006 with a degree in Finance from the Cameron School of Business, it didn’t take long to find a career in insurance and financial services. Working with one of the leading independent firms in Eastern North Carolina, Beck most enjoys the relationships he develops with his clients across various professions.
Beck stays involved in the local community, volunteering with the North Carolina Azalea Festival where he currently serves as Vice President of the board. He is the President of the Coastal chapter of the North Carolina Association of Health Underwriters and a past chairman of the local Public Transportation Authority, as well as a past Vice Chairman of the North Carolina Battleship Commission. When not in the office or staying involved with his children’s school activities, Beck is sure to be outdoors as an avid fisherman, diver, and spear fisherman, but can most often be found pulled up to the beach with his family.
Financial Education Partnership, National Tax & Estate Planning Director
Over the past 20 years, Jonathan has provided training for financial planners, tax advisors, and investment professionals, nationwide. His development of financial software and calculators has revolutionized many advising offices across the country. Jonathan is also the creator of the C.A.R.E. Program that has helped countless families save hundreds of thousands of dollars in taxes, while benefiting their charity of choice and leaving their family with a tax free inheritance. Jonathan is a widely sought out conference speaker on financial management, training, and wealth management strategies. His seminars are in constant demand because of his expertise in finance, trusts, insurance, tax and estate issues.
Besides his non-profit, Jonathan actively supports worldwide mission trips and is responsible for funding hospitals and schools in Southeast Asia and in Africa. Jonathan and his family live in suburban Maryland.
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.