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This class reviews commonly discussed considerations related to Social Security and retirement income. 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 is designed to help attendees better understand general considerations related to Social Security and retirement income.
DURING THIS EDUCATIONAL CLASS, YOU WILL LEARN:
• How recent federal tax rules may affect retirement income and general planning considerations.
• General factors that influence how Social Security benefits may be taxed.
• Common considerations when coordinating Social Security with other sources of retirement income.
• General information for married couples regarding Social Security benefit structures.
• The advantages and disadvantages of Wills and Living Trusts.
• How the “One Big Beautiful Bill” could Impact your taxes, retirement, and general financial considerations.
Social Security rules and tax considerations can be complex and may affect retirement income in different ways depending on individual circumstances. This educational class is intended to help attendees gain a clearer understanding of commonly discussed Social Security concepts, general tax considerations,
and how these topics are often evaluated as part of broader retirement planning discussions.
To save your seat please go to https://www.yoursvp.com/LEQCUB or call 888-568-4750 code: LEQCUB
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Event Venue
Fondulac District Library, 400 Richland St,East Peoria, Illinois, United States
Tickets
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