Description
IS YOUR NEST EGG ENOUGH IN THE NEW TAX LANDSCAPE?
MASTER THE LATEST STRATEGIES FOR INCOME AND SOCIAL SECURITY BENEFIT OPTIMIZATION.
Date and Time
Tue, Mar 05, 2024
6:30p - 7:30p PST
Location
Madison Library
Note
Discover how the new Federal Tax Legislation may cost your family thousands in tax dollars and what you can do about it. How to reduce taxation on your Social Security after you start receiving your benefits. How tailoring your claiming strategy can increase your net social security income. Learn how Required minimum distributions (RMDs) can cost you 85% of your social security. Gain the knowledge and confidence to Navigate Medicare premiums with ease. How married couples can avoid missing out on substantial benefits. BONUS: As a CEPA, Josh will point out the most common mistakes business owners make while planning for social security.