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4/1 and 4/3 Charlottesville Workshop: Social Security and Taxes in Retireme...

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Northside Library

705 West Rio Road

Charlottesville, VA 22901

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Learn how to maximize your retirement income by correctly coordinating your Social Security benefits with your retirement assets for the best overall Retirement Income Strategy.

Attend this workshop for the most up to date information on all things Social Security. Educate yourself on the tax consequences you face from income and Social Security benefits. Lastly, you will learn how to easily protect yourself from asset liquidation due to a major health issue.

We will open your eyes to important topics that you haven't thought of and show you how to work your way though all of them so you can retire with confidence or finish retirement knowing you will be okay.

Topics we will discuss are:

-How recent changes to Social Security could affect your plans.

-New things coming to Social Security this year.

-What it means to claim Social Security early, on time, or late and what the trade off looks like.

-The different claiming options.

-How the Trump Tax Cuts changed your retirement.

-How Tax Cuts 2.0 could have a BIG impact on you.

-What RMD's are and how they could affect you in a major way which you aren't prepared for.

-How "Provisional Income" can cost you $100,000's in taxes if you don't prepare properly.

As a bonus, we will also discuss:

-New ways to protect your assets against future health costs.

-Tax incetives available from the government for Long-Term Care planning.

-Pension Protection Act.

-Veteran's Pension Benefits through the Aid and Attendance Act.

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Date and Time

Location

Northside Library

705 West Rio Road

Charlottesville, VA 22901

View Map

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