Complimentary Event at United Way of Central Illinois in Springfield, IL
Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy
Strategies To Maximize Your Income & Reduce Your Taxation in Retirement
United Way of Central Illinois
1999 Wabash Ave #107, Springfield, IL 62704
– Tuesday, September 26 at 6:30 p.m. – Thursday, September 28 at 6:30 p.m.
– Tuesday, September 26 at 6:30 p.m.
– Thursday, September 28 at 6:30 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 United Way of Central Illinois where we will discuss the following important topics:
- What’s new for Social Security¹ and taxes² and what may be changing for the rest of 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 help protect your savings from heavy, unnecessary “retirement taxes.”
- How Social Security Benefits relate to, and affect, your taxes in retirement and how you may be able 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 may be able to create tax-free retirement income and potentially lower your tax bracket in retirement.
- Planning for longevity, inflation, and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
- And MUCH more!
Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!
This presentation combines two empowering elements:
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 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
Mark Pettyjohn | President & Founder of Retirement Defenders
Mark started by teaching family, friends, and neighbors, but over the years, word of mouth brought him more than 25,000 people. Hundreds of businesses and churches took advantage of the course to help their employees and congregants. Many graduates experienced life-changing results by applying the financial principles they learned.
In 2012, in response to the success of his first class, Mark began developing a holistic retirement education program called Retirement Peace University. With over 70 million baby boomers planning to retire in the next few years, he believed there was an urgent need for retirement education and training. This was confirmed for Mark when he read a recent nationwide study of Americans over 60 that found 80 percent earned an “F” on a basic retirement facts test.
Mark is approaching the final chapter of a successful and fulfilling career, and his goal is to teach Americans how to make educated and informed decisions about their retirement. He aims to build a nationwide organization that helps thousands more people discover improved health and wealth in retirement. His goal is also to encourage people who complete the Retirement Peace program to direct a small portion of their resources toward helping others.
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.