Social Security & Taxes in Retirement Class
Learn how Social Security benefits may be taxed, how retirement income can affect your tax situation, and what retirees should understand before making important income decisions.
How to retire with confidence!
Join Us For A Complimentary Social Security & Taxes in Retirement Class On How To Better Understand Your Benefits, Taxes, And Retirement Income Decisions.
About the class
Social Security & Taxes in Retirement is a hands-on, in-depth look into the many nuances of Social Security benefits, retirement income, and tax planning. We don’t waste your time reviewing basic principles. We focus our time on the important topics you need to understand to build a more informed retirement plan. We review actual case studies while allowing you the opportunity to ask specific questions.
Everyone who attends is eligible to receive a free, no-obligation, in-depth plan.
SOCIAL SECURITY & TAXES IN RETIREMENT CLASS SYLLABUS
I. Understanding Social Security in Retirement
When to claim Social Security benefits
How your claiming age may affect your income
Spousal and survivor benefit considerations
Common Social Security mistakes
How Social Security fits into your retirement plan
II. Taxes and Retirement Planning
How Social Security benefits may be taxed
IRA, 401(k), and pension income considerations
Required Minimum Distributions
Taxable vs. tax-free income sources
How income timing may affect your tax picture
Medicare IRMAA considerations
Retirement account withdrawal strategies
Tax planning questions retirees should ask
III. Case Studies
Your instructor will take you through a series of 5 case studies using anonymous data from existing client cases.
Attend a Class
There is no cost to attend the course, but you must register.
The goal of this class is to give you the tools you need to better understand how Social Security benefits, taxes, and retirement income decisions work together. Those who attend one of our classes have the opportunity for a free, no-obligation, in-depth retirement plan.
Classes are from 6:00 PM-7:00 PM
Main CA Office:
30101 Agoura Court, Suite 205,
Agoura Hills, CA 91301