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Now may be a good time to review the strategies that could affect your Social Security and retirement income planning. Many people are unaware of how past and potential future changes to Social Security and tax rules may influence their overall retirement picture. Your Social Security claiming approach can vary significantly based on factors unique to your situation, and results are not guaranteed and depend on each individual’s circumstances.This educational class will help you better understand key considerations so you can make more informed decisions about your benefits and tax-planning option.
• How recent federal tax rules may impact retirement income and what factors to consider in planning.
• Ways to reduce taxation on your Social Security in the planning process.
• Could your Social Security benefits be reduced in the not too distant future?
• Potentially pay less in taxes on your retirement income.
• How married couples can potentially avoid missing out on substantial benefits.
• Ways to plan Social Security with all other sources of retirement income.
• How the “One Big Beautiful Bill” could Impact your taxes, retirement, and wealth strategy.
Register by calling (844) 405-5541 code: LUTCAP
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Event Venue & Nearby Stays
ARC Activity & Recreation Center, 600 Willow St, Normal, IL 61761-1997, United States
Concerts, fests, parties, meetups - all the happenings, one place.
