Social Security Benefits & Tax Strategies

Presented by Retirement Money School

Learn when to consider taking your Social Security benefits and retirement tax strategies.

Scheduled Dates

  • Tuesday - February 25th, 2025

  • Friday - February 27th, 2025


Here you will learn about the most recent changes to Social Security Benefits. Also the 4 major mistakes most make when it comes to taking their Social Security benefits from how its calculated, what you need to know if your taking it early, what if you want to continue to work and the affect it could have on your benefits and how does Social Security fit into your retirement plan and the affects on your taxes.

Date: February 25th & 27th , 2025

Time: 6:30pm

Location: Hampton Inn Suites - 55 Draper Ave - N. Attleboro MA, 02760

There are over 96 different ways a single person can collect there Social Security benefits, and there are over 500 different ways a couple can collect there Social Security Benefits. But the truth is there is only one that is right for you.

Join Us Live

As retirement approaches for you, learn what you need to know before taking your Social Security benefits. Most of you know when your going to retire and when you would take your benefits but are unsure if its the right thing to do because you have heard of people doing this wrong.

Small-Group - Large Mindset

Come learn in a classroom style event where we will provide worksheets and extra bonus for those that attend. All information, will be valuable piece in heading into retirement and making it fulfilling one.


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What You'll Learn

Heading into retirement can be a daunting task and there are many pitfalls and thing to consider. Some decisions like collecting your benefits once they a re elected can't be change so you want to make sure you get it right the first time. Come learn these major concerns most people heading into retirement have:

  • When to take your Social Security benefits?

  • How to save taxes in retirement?

  • How to get the most out of our Social Security?

  • Whats should I be considering if I take my Social Security benefits before age 67?

  • How does me working part time affect my retirement

  • How do I fit Social Security into my retirement plan?

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Retirement Money School

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Income

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