Plan Well, Retire Well: Social Security Optimization, Income, and Tax Planning Workshop

Plan Well, Retire Well: Social Security Optimization, Income, and Tax Planning Workshop
. Please Note --> This is a Past Event!! .

Date: 2/20/2024
Time: 5:30 PM

Apple Mountain
4519 N River Rd
Freeland, MI 48623


Phone:
989-692-2200


Event Description:

You're exclusively invited to attend

Social Security Optimization, Income, and Tax Planning
UNDERSTAND HOW COORDINATING SOCIAL SECURITY PLANNING WITH IRA PLANNING CAN POTENTIALLY SAVE YOU MONEY IN TAXES IN RETIREMENT!

We are still picking up the pieces from the recent COVID-19 pandemic. Many Americans are now forced to delay their retirement. Others are worried if they will be able to retire at all! The financial burdens associated with the market downturn can threaten Americans who are either planning their retirement or are already retired.

You and a guest are cordially invited to a critically timed event for retirees and those retiring soon. McIntosh and Associates will reveal the latest Social Security, Investment, and Tax Optimization strategies to handle the current market environment.

DURING THIS COMPLIMENTARY EDUCATIONAL DINNER PRESENTATION, YOU WILL LEARN THE FOLLOWING:

Learn how to determine when you should collect your Social Security Benefits

Learn how much more you may get by delaying your benefit until age 70.

Learn how proper coordination of spousal benefits may help you obtain the highest level of income

Learn what to know if you want to work and take Social Security.

Learn how your Social Security can be taxed.

Follow this link to register:  Register

Visit our website: http://www.wealthmichigan.com/




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