Timely Webinar for Those In and Nearing Retirement
Maximizing Social Security Benefits & Minimizing Taxes
Strategies to Help Increase Your Income and Reduce 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 and reduce taxation? Join us for a special, live webinar where we will discuss the following important topics:
- What’s new and changing for Social Security and taxes as we head into 2026.
- 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.
- 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.
- 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!
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WEBINAR DATES & TIMES
– Tuesday, November 18 at 6:00 p.m. MST
– Thursday, November 20 at 6:00 p.m. MST
– Saturday, November 22 at 10:00 a.m. MST
REGISTRATION CLOSES IN:
Why attend?
This webinar 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 specific information about your personal options to help you decide the best time to take Social Security benefits.
Claiming Your Social Security Benefits at the Wrong Age May Significantly Reduce Your Benefits
Your Presenters
Cayla Dee Porter, CFF® | President, The Porter Group
Cayla Dee is a traveling Financial Professional who splits her time between California and Texas. Although she is primarily based in California, she holds her Life, Accident and Health license in multiple states throughout the United States.
Her retirement focus is on Indexed Strategies that help protect your wealth. When it comes to retirement income planning, she will guide you towards a proper and strategic approach that allows you to transition into retirement confidently and prepared. She also helps navigate you through proper budgeting, and saving techniques to help be prepared for the retirement goals you have ahead.
Being an educator at heart, she strives to increase her clients financial literacy and retirement knowledge to help them make powerful and informed decisions for their future.
As a younger financial professional, “I strive to encourage my generation and our future generations to start strategizing for retirement early, protecting their assets, and spreading financial awareness. Helping to build financially independent individuals who can retire early and enjoy a lifestyle tailored to their aspirations and goals is a focus of mine”.
Away from work Cayla Dee enjoys spending quality time with her nieces in Texas as well as exploring the culinary world by cooking in different countries and trying new cuisines. She also spends time outdoors exploring the mountains and beaches of California.
Indu Koroth, CFF® | Senior Advisor, The Porter Group
Indu Koroth is a Certified Financial Fiduciary®️ based in Texas, specializing in income protection and retirement strategies. With expertise in life and health insurance products, she focuses on guiding clients through asset distribution planning, budgeting, and long term retirement readiness.
Driven by a mission to foster financial literacy, Indu helps empower clients across generations to embark early on income accumulation, protecting their assets, and building a stable income strategy for a confident retirement. She aspires to help individuals retire early and intentionally, aligning their lifestyle with their personal goals and values.
Outside of her financial career, Indu cherishes staying active through workouts, exploring wellness-conscious cooking, traveling, and immersing herself in diverse cultures and lifestyles.
© 2025 Your Retirement Reality | Privacy Policy
The Porter Group offers insurance products and services. The Porter Group and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.
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.