Maximizing Social Security Benefits & Minimizing Taxes: Strategies to Help Increase Your Income and Reduce Taxation in Retirement
Join your local host at Provo Library on Wednesday, January 22 at 6:00 p.m.
for a timely and informative retirement income planning seminar. During this event, we’ll discuss:
- Upcoming changes to taxes: Implications of the 2025 expiration of the Tax Cuts and Jobs Act.
- Social Security taxation: Ways to help reduce tax liability on Social Security and other income sources.
- Tips to maximize your Social Security benefits: Key strategies like delaying benefits, coordinating with your spouse and minimizing taxes.
Seating is limited. This is a no-cost, no-obligation event.
Join the 100,000+ who have attended Your Retirement Reality's nationwide events and walk away with newfound confidence and actionable retirement strategies.
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Event Details
Location
Provo Library
550 N University Ave, Provo, UT 84601
Date & Time
– Wednesday, January 22 at 6:00 p.m.
Your Presenter
Nick Peterson | President of Peterson Harris, Inc.
For a pair of years, Nick worked with the non-profit CPA Plus Network and TLA (Tactical Leadership Alliance) and oversaw tax and advisory professionals in almost all 50 states. Nick was the department head of Strongbrook Financial from 2014-2017 and worked closely with DoneforyourealestateUSA. In that capacity he led a team of eight licensed advisors, of which included a Graduate-Level Studies Professor, Career Family Counselor, an Entrepreneur Specialist, a Business Consultant, a CPA, and an Estate Attorney.
His clients enjoy his laid-back objective optimism and holistic planning style. As a result, clients enjoy affiliating with Nick and feel confident in bringing up personal matters in addition to introducing friends and family. Nick Peterson is a family man and enjoys spending time with loved ones. His hobbies include OHV Riding, club airsoft, hiking, camping, and painting. Professionally, he finds satisfaction in helping others enjoy the blessings of financial confidence.
There's no better time to reevaluate your tax and retirement income plan to help ensure you won't outlive your money. At this seminar, we'll discuss:
- Social Security and Tax Strategies: Learn how planning can help maximize your monthly income.
- Dealing with Stealth Taxes: Identifying and managing tax implications in retirement planning.
- Retirement Income Planning: Learn ways to help optimize your retirement strategies, decide between tax-deferred and tax-free accounts, and potentially minimize taxes.
- Filing at the Right Time: Explore how your age at filing can significantly affect your monthly benefits.
- Spousal and Survivor Benefits: Maximize benefits for married, divorced or surviving spouses.
- Employment: Understand how working impacts your Social Security benefits.
Why Attend?
01
Preparedness
People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.
02
Preservation
Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.
03
Confidence
Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.
Protect your financial future.
Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…
Proactive Social Security Strategies
Learn ways to help maximize your benefits and ensure you get the most out of your contributions.
Tax-Efficient Retirement
Income
Discover ways to help reduce your tax burden and keep more of your hard-earned money.
Investment Strategies for Volatile Markets
Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.
Longevity & Legacy
Planning
Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.
Frequently Asked Questions
Who is presenting?
Your Retirement Reality is a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.
Who is this event for?
Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.
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!
© 2025 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.ssa.gov/cola/
³ https://www.fool.com/retirement/2019/06/22/most-people-are-expected-to-outlive-their-savings
⁴ https://www.kiplinger.com/retirement/retirement-planning/outlive-your-money-in-retirement
*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.
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.