Complimentary Dinner Event at Maggiano's Little Italy in San Antonio, TX
Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy
Strategies To Maximize Your Income & Reduce Your Taxation in Retirement
Menu:
Your choice of the Four-Cheese Ravioli, Mom’s Meat Lasagna, Chicken Parmesan or the Salmon Lemon & Herb entrée.
Event Details
Maggiano’s Little Italy
17603 I-10, San Antonio, TX 78257
Event Options:
– Maggiano’s Little Italy on May 13 at 6:00 p.m.
– Maggiano’s Little Italy on May 20 at 6:00 p.m.
Seating is limited. 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 event at Maggiano’s Little Italy where we will discuss the following important topics:
- 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 & minimize your taxation in retirement?
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 strategy 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
Brandon Baxter, Baxter Retirement & Insurance Services
He does so by showing respect and compassion for each client as he strives to get to know them and find the best strategies for their specific needs. While retirement income planning can feel intimidating, Brandon puts clients at ease with a generous dose of humor and humility. As no two clients are alike, he understands the importance of staying flexible and versatile.
Outside of work, Brandon enjoys classic and collector cars, and riding motorcycles and dirt biking with his daughter. He visits the beach and the ocean as often as possible. He is most “at home” spending time in the outdoors working in his garden filled with fruit trees and vegetables.
He is currently a proud Texan and originally from Southern California where he graduated from Santa Monica High School. He holds Life, Accident, Health and HMO licenses.
© 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.