Complimentary Workshop at Utah State University Eastern in Price, UT

Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy

Strategies To Maximize Your Income & Reduce Your Taxation in Retirement

Event Details

Utah State University Eastern
451 E 400 NPrice, UT 84501

Event Options:

– Tuesday, March 14 at 6:00 p.m.

– Wednesday, March 15 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? Social Security may be your largest source of income in retirement while taxes may be your largest expense. Not properly planning for both can lead to less income in retirement. Join us for a special workshop at Utah State University Eastern where we will discuss the following important topics:

  • What’s new for Social Security¹ and taxes² and what may be changing in 2023.
  • 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 workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!

Do you have a strategy to help reduce your taxes in retirement and maximize your Social Security benefits?
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

Trevor Phibbs | Founder & CEO of Phibbs Financial

My name is Trevor Phibbs, and I’m the founder of Phibbs Financial, a full-service fiduciary retirement planning firm. Our clients worked and sacrificed for years to get the opportunity to retire. Our job is helping them obtain financial freedom to enjoy the things that are most important to them; to encourage them to live their lives to fullest knowing we’ll be there for them. That’s why we created the RetireFree Process and Planning Program. We combine both growth and safe money strategies alongside tax planning, healthcare planning, and estate planning so you can take a deep breath, relax, and enjoy life knowing your retirement is secure no matter what life has in store.

© 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/

Investment advisory services offered through Phibbs Financial Services LLC (“Phibbs Financial”), a registered investment advisor in the state of Utah and other jurisdictions where exempted. Insurance products and services offered and sold separately through Phibbs Insurance Services LLC in all appropriate jurisdictions. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

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.