Join us for an educational class focused on Social Security and Taxes in Retirement. 

This course is designed for anyone who wants to better understand how to keep more of their retirement income, whether you are self employed, working in the public or private sector, years away from retirement, or already there. The strategies you will learn can provide lasting value for years to come.

Retirement is not just about what you saved. It is about how much you keep after taxes.

With recent tax law changes, uncertainty around Social Security, and the shift toward self-directed retirement plans, understanding how taxes impact your future income has never been more important.

✔ The critical tax question you must answer BEFORE retirement

✔ The surprises that often make retirement more expensive

✔ What the Social Security “tax trap” is and how you can avoid it

✔ Why tapping assets in the wrong order can trigger higher Medicare premiums

✔ Why you need to manage taxes even before you retire

✔ The four stages of retirement and important tax actions in each stage, including tricky IRA challenges

✔ Mistakes to avoid when it comes to your investment portfolio, health care, and estate