Complimentary Workshop at Rose State College in Midwest City, OK

Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy

Strategies To Maximize Your Income & Reduce Your Taxation in Retirement

Special Directions: This workshop will take place in room 102 of the Community Learning Center.

Event Details

Rose State College
6191 Hudiburg Dr, Midwest City, OK 73110

Event Options:

– Rose State College on March 21 at 6:30 PM

– Rose State College on March 23 at 6:30 PM

Seating is limited. Nothing will be sold and there is no charge to attend!

Do you have a plan to help maximize your Social Security benefits and minimize your taxes in retirement? Join us for a special workshop at Rose State College 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: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!

Do you have a strategy to maximize your Social Security benefits and minimize your taxation in retirement?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds
Why attend?

This workshop combines two empowering elements:

Professional Insight

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

Actionable Next Steps

An opportunity to receive a complimentary retirement snapshot analysis for your current plan 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

Norman Garner, Retirement Income Specialist | The Garner Group

Norm Garner, President and Founder at The Garner Group, delivers personalized insurance and guaranteed income strategies to clients so they can be confident in their financial future.

He focuses on building relationships through honesty, integrity and service. Norm takes pride in getting to know his clients and their unique situations and providing customized services and products to assist them in reaching their retirement income goals.

Norm is a true believer in a collaborative process, laying out options for clients so they can make informed decisions based on objective, clear, customized strategies.

© 2023 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

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

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 21939 – 2022/6/7

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.