Timely Event at Harrison Public Library in Harrison, NY
Maximizing Social Security Benefits & Minimizing Taxes
Strategies to Help Increase Your Income and Reduce Taxation in Retirement
Event Details
Harrison Public Library
2 Bruce Ave,
Harrison, NY 10528
Event Options:
– Monday, October 27 at 6:00 p.m.
Seating is limited. There is no charge to attend! This event is not sponsored by or affiliated with the Harrison Public Library or the City of Harrison.
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 Harrison 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 & minimize your taxation in retirement?
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 Host
Jeffrey Polanco, PFS Advisors
Jeff started his career in the financial services industry in 1999. He began as an insurance agent then obtained his series 6, 7, 63 and 65 afterwards. After a successful path as a career agent, he knew it was time for a change into the independent wealth management space. Jeff was eager to improve his ability to give totally unbiased advice and act in the best interest of his clients. His mission has always been to truly make a difference in individual people’s lives. The key was to combine his strategic mindset, vast financial experience, and guiding personality with his passion for people and desire to make an impact on their financial well-being.
As a licensed Investment Advisory Representative and Insurance Agent, Jeff helps guide his clients with a holistic view of financial well-being. His passion, dedication, and informational approach to personal finances build long-term relationships with his clients. The customized approach is strategy-focused, delivering customized options to meet the unique goals & objectives of each client.
Jeff is a lifelong New Yorker and resides in Poughkeepsie NY with his life partner Sandra and their 2 boys, Jaden and Jake. His hobbies are exercising, cooking, enjoying music and being an everlasting learner about personal finance and business.
© 2025 Your Retirement Reality | Privacy Policy
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.