Seminars & Events
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Taxes In Retirement: LSC Montgomery University Center
March 15 @ 6:30 pm - 8:30 pm
MAXIMIZE Your Social Security – MINIMIZE Your Taxes
Join us for this educational one-night workshop and learn the best strategies for optimizing your Social Security benefits, along with proven methods to reduce or even eliminate taxes in retirement.
Your Social Security benefits are a large component of your retirement income. This course will teach you how to take an important aerial view of your entire retirement plan by exploring how Social Security works in coordination with your other retirement assets.
Prudent management of your taxes in retirement requires several specific strategies depending on your own personal circumstances. The information presented at the workshop will provide you with the knowledge you’ll need to minimize – or even eliminate – your tax liabilities on all of your retirement income sources, keeping more of your hard-earned money in your hands instead of the IRS’s.
*Topics best suited for those that have saved at least $500,000 for retirement outside of any real estate holdings.
- March 15
6:30 pm - 8:30 pm
- Event Category:
- Taxes In Retirement
- Event Tags:
- #retirement, #retirementincome, #retirementplanning, #roth, #socialsecurity, #spring #klein #houston #retirmentplanning #cfp #taxplanning, #thewoodlandstx #springtx #magnoliatx #shenandoahtx #conroetx #ira #401k #socialsecurity #retirementincome #taxplanning #cfp
- Outlook Wealth Advisors
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