Complimentary Workshop at KU Edwards Campus - Regnier Hall in Overland Park, KS
Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy
Strategies To Maximize Your Income & Reduce Your Taxation in Retirement
Special Directions:
This workshop will be held in Regnier Hall in Room 165.
Event Details
KU Edwards Campus – Regnier Hall
12610 Quivira Rd, Overland Park, KS 66213
Event Options:
– KU Edwards Campus on October 4 at 6:00 p.m. – KU Edwards Campus on October 6 at 6:00 p.m.
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? Join us for a special workshop at KU Edwards Campus – Regnier Hall where we will discuss the following important topics:
- What’s new for Social Security¹ and taxes² and what may be changing in 2022.
- Claiming strategies and 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 to qualify for Social Security benefits and spousal benefits.
- How properly claiming spousal benefits may increase your lifetime Social Security income.
- Working while you claim benefits and how your benefits may be taxed.
- Issues that may arise when claiming your Social Security benefits early.
- 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.
- How ROTH conversions fit into your retirement plan.
- Survivor Benefits: What they are and how they work.
- The 3 tax systems you will face in retirement.
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 plan to maximize your Social Security benefits & optimize your tax strategy?
Don’t miss this information-packed event!
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.
Meet Your Host
Kyle Hammerschmidt, Retire Ready Academy
Many pre-retirees and retirees I have met are working with these disguised financial advisors. However, they were actually working with a captive broker, who was putting the interests of their employers and themselves about that of their clients. All they have to show is a stack of statements, a diversified pie chart, hidden and confusing fee schedules, and no real plan. All decisions in your own best interest start with education and investment of time!
© 2022 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/
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.