Important Webinar For KS & MO 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? 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 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.
  • Survivor Benefits: What they are and how they work.
  • And MUCH more!

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone number to ensure delivery of webinar links.

WEBINAR DATES & TIMES

– Thursday, December 8 at 6:00 p.m. CST

– Saturday, December 10 at 10:00 a.m. CST

– Tuesday, December 13 at 6:00 p.m. CST

REGISTRATION CLOSES IN:

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Why attend?

This webinar combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to review your retirement income plan which could 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

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Exclusive Offer

All attendees are eligible to receive a complimentary retirement snapshot analysis for your current plan for retirement income and a Social Security strategy review!

A simple, 3-step process will show you how you may be able to improve retirement success, lower your tax bill and determine when you’ll be ready for retirement.

FEATURED PRESENTER

Patrick Seelye

© 2022 Your Retirement Reality | Privacy Policy

 

¹ https://www.ssa.gov/cola/

² https://www.ssa.gov/oact/quickcalc/early_late.html

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

⁴ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

Investment Advisory Services offered through CreativeOne Wealth, LLC a Registered Investment Advisor. Financial Life Matters, LLC and CreativeOne Wealth, LLC 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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.