Maximize your Social Security - Free Online Course
Did you know your 401(k) or IRA may reduce how much Social Security you keep? Or that up to 85% of Social Security benefits are taxed?
Date and time
Location
Online
About this event
- 1 hour 30 minutes
Attend our free online course and receive a complimentary copy with sections from best selling books: Social Security Maximization and The Little Book of Total Tax-Free Retirement.
Did you know that Social Security benefits can be taxed?
Your 401(k) and IRA may have unindended effects on your SS , which could lead to a higher amount of your benefits being taxed.
Join this informational online course were we will guide you through the complexities of Social Security, Retirement Taxes, and how new changes have impacted 401(k) and IRA accounts.
With over 2,700 rules governing Social Security and the Social Security Administration unable to provide filing advice, navigating the system can be daunting. But fear not! Our course aims to equip you with the knowledge you need to make informed decisions.
During the course, we will focus on topics including:
- Updated Social Security filing strategies
- Determining the right time to start claiming benefits
- Unlocking spousal benefits to their fullest extent, even in the event of being widowed or divorced
- NEW Rules for your 401(k) or IRA
- Discovering a simple way to make your benefits tax-free
- Tax-saving strategies
- Understanding the impact of NEW tax laws on your retirement plan
For many retirees, Social Security serves as a guaranteed income stream and essential component of their retirement plan. Don't miss this opportunity to learn the latest strategies and adapt to changes in tax laws that directly affect you.
Please note that this course will not cover Social Security Disability.
SOFA is a nationally run non-profit that aims to educate families across the US on important financial related topics. We use local professionals with extensive knowledge and first-hand expirience dealing with the topics we ask them to present.
Oxford Wealth Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about Oxford can be found by visiting the SEC site www.adviserinfo.sec.gov. and searching by our firm name. We are a financial services firm that utilizes insurance and investment products. Privacy Policy
The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Oxford Wealth Group cannot guarantee the accuracy of information from third parties.
Frequently asked questions
Oxford Retirement Education is a group of financial professionals with decades of experience both in the financial advisory space as well as in education. Their team has educated thousands of Florida families. They focus on making complex strategies easy to understand.
The information presented is designed to help pre-retirees and retirees. Some concepts are situational and best explored one-on-one and as such this class is best for those willing to have a follow-up call after the event.
No, these events are strictly educational. Absolutely no product will be presented, or sales pitch given. It is typical for the educator to offer a second, personal session with attendees to cover unique situations and answer specific questions.