Complimentary Event in North Myrtle Beach, SC
Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy
Strategies To Maximize Your Income & Reduce Your Taxation in Retirement
Event Details
North Myrtle Beach Library
910 1st Ave S, North Myrtle Beach, SC 29582
Event Options:
– Tuesday, February 20 at 5:30 p.m.
– Thursday, February 22 at 5:30 p.m.
Seating is limited. There is no charge to attend!
- What’s new and changing for Social Security¹ and taxes² in 2024.
- 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.²
- 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.
- Little-known 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: 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 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
Jeffrey Henson | Founder of Henson Financial Group, Inc.
Jeff is dedicated to helping individuals and families achieve their financial goals so they can live their ideal retirement.
After the death of his grandfather, Jeff witnessed first-hand the consequences of failing to have a proper estate plan in place. Seeing nearly 70% of his grandfather’s estate depleted due to federal estate taxes and the loss of value, due to the time constraints placed on the payment of those taxes, Jeff was inspired to educate himself and others about the common mistakes families make in wealth transfer planning. For over 40 years, he has worked tirelessly to help families avoid the same heartache his family experienced.
Jeff attended Swarthmore College. He has managed financial services agencies throughout North Carolina. He served as a Regional and Divisional trainer to advisors and as a Brokerage Manager, where he worked directly with more than 300 banks, brokers and financial advisors.
Today, Jeff works jointly with Tax Attorneys, conducting educational workshops on retirement and estate planning. Together, they have helped thousands enjoy a better retirement and have helped save hundreds of millions of dollars in estate taxes and retirement assets. Jeff is an Estate and Trust Specialist and provides a uniquely transparent and personal approach with his clients.
© 2024 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
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.