“An Investment In Knowledge Always Pays The Best Interest”… Benjamin Franklin
When you register for an Online Review or a Live Workshop, you get the opportunity to have a personal One-on-One Meeting with your Educator/Advisor to get your custom Federal Benefits Kit with a Tax-Free Evaluation including a complimentary Retirement Analyzer Plan!
For more information about your Federal Benefits & Retire-Ready Income for Life Report, Schedule an Online Review, Register for a Seminar, or Meet with your Federal Benefits Coach.
“What you don’t know about tax planning can hurt you when the Federal Tax Cuts expire in 2025. Discover how to minimize taxes on your retirement income.”
Did You Know There’s A Silent Partner In Your Retirement Plan?
The moment you started saving for your retirement with an IRA, 401k, or other tax-deferred accounts, you entered into a silent partnership with the United States Government.
That’s right – when you elected to defer income during your working years, you agreed to give Uncle Sam his cut when you started withdrawing those funds in retirement.
The IRS calls it a Required Minimum Distribution (RMD) – we call it a “Tax Bomb.”
When RMDs increase your annual income, this can bump you into a higher tax bracket and cause your Social Security benefit to become taxable.
Add to this, if your spouse passes away, you’ll be bumped into an even higher tax bracket when you file as an individual.
And if you don’t take the RMD, the IRS can tax the amount you didn’t withdraw as much as 50%.
The Good News – Now Through 2025, Taxes Are On Sale.
On December 22, 2017, the largest tax cut in 30 years became law.
The historically low individual tax brackets provide an excellent opportunity to minimize taxes on your retirement income before the tax cuts expire in 2025.
Our Educational Workshops provides the information you need to understand how recent changes in the Federal tax code can help lower your taxes to Zero.
Topics Include:
For more information about your Federal Benefits & Retire-Ready Income for Life Report, Schedule an Online Review, Register for a Seminar, or Meet with your Federal Benefits Coach.
“What You Don’t Know About Filing For Social Security and Medicare Can Hurt You. Discover the Maximum Social Security Lifetime Benefit You’re Entitled to Receive.”
The Importance Of Getting Your Social Security Timing Right.
As you approach retirement, deciding how and when to apply for your Social Security Benefits directly impacts the monthly amount you’ll receive for the rest of your life.
To avoid costly mistakes that lower your benefit, it’s crucial for you to understand Social Security’s complex filing rules.
For example – did you know there are 567 different ways for a married couple to apply for Social Security to maximize their benefits? Widowed, divorced, and single people also have a number of options that can increase their retirement benefits. Add to this, family and survivor benefits need to be fully taken into consideration before you file for Social Security retirement benefits.
How Can You Make Sense Of It All?
We believe you deserve the maximum Social Security benefits you’ve worked hard to earn. As a Social Security Benefits Educational Organization, we are committed to empowering you to make fully informed decisions that will help ensure you’re financially secure in the years to come. Our Social Security Seminars provide the latest educational information that can help you develop strategies that will serve your financial goals for retirement.
Topics Include:
When you register for an Online Review or a Live Workshop, you get the opportunity to have a personal One-on-One Meeting with your Educator/Advisor to get your custom Federal Benefits Kit with a Tax-Free Evaluation including a complimentary Retirement Analyzer Plan!
For more information about your Federal Benefits & Retire-Ready Income for Life Report, Schedule an Online Review, Register for a Seminar, or Meet with your Federal Benefits Coach.
This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. Federal Benefits Information Center is not a federal government agency.
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