This course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for Social Security benefits. It is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Whether married or single, upon completion you will know how to properly file for your Social Security benefits and choose the best filing option for your circumstances. You will also learn how ncome from other sources will affect the amount you are able to receive from Social
Security and the tax implications involved
The critical tax question you must answer BEFORE retirement:
• The surprises that often make retirement more
expensive
• What the Social Security “tax trap” is and how you
can avoid it
• Why tapping assets in the wrong order can trigger
higher Medicare premiums
• Why you need to manage taxes even before you
retire
• The four stages of retirement and important tax
actions in each stage, including tricky IRA challenges
• Mistakes to avoid when it comes to your investment
portfolio, health care, and estate
• Tools that you can use to help minimize your
retirement tax bill
How Would You Like To Join?
