11/14/2024: Maximize Your Social Security & Minimize Your Taxes

AFS Financial Group

Learn about different strategies to maximize your Social Security benefit and minimize your tax liability in retirement.

VisTaTech Center at Schoolcraft College Room W210B

<p>A﻿s you approach retirement, deciding when to claim your Social Security benefits can be a confusing and overwhelming decision. This workshop is designed to help you gain a clearer understanding of the different options available as well as the strategies you should consider BEFORE filing for your benefits. We will take aerial view of the retirement planning process, by exploring how Social Security works in coordination with your other retirement assets. We will also look at the impact of taxes and strategies to reduce your tax liability in retirement.</p><p>W﻿e will answer the following questions and more</p><ul><li>H﻿ow can I get the largest benefit while paying the least amount of taxes?</li><li>W﻿hich rules and regulations must I understand before deciding when to start my benefits?</li><li>H﻿ow much lifetime income do I stand to lose by filing for Social Security at the wrong time?</li><li>H﻿ow are my benefits impacted if I am still working?</li><li>H﻿ow can Social Security work with other income sources to provide the most secure retirement possible?</li></ul>

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11/14/2024: Maximize Your Social Security & Minimize Your Taxes

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11/14/2024: Maximize Your Social Security & Minimize Your Taxes

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