Date/Time
Date(s) - 08/03/2019
9:00 am - 1:00 pm
Location
St Petersburg College - Clearwater Campus Ethics and Sciences Building, Classroom ES 127
Categories
Maximizing Social Security & Minimizing Taxes
MAXIMIZING SOCIAL SECURITY
& MINIMIZING TAXES
Important – 2019 Tax Changes!
The difference between the best and worst decision of when to start Social Security can be over $100,000!
Join us for an educational workshop.
- Strategies to consider before deciding to apply for benefits.
- How the wrong Social Security decision can cost you money.
- Is Uncle Sam the biggest beneficiary of your retirement?
- How two little known strategies could increase your family income and survivor benefits.
- How married couples can coordinate benefits to help enhance spousal and survivor benefits.
- Draw retirement income in a tax advantaged way.
- How cost-of-living adjustments (COLAs) impact benefits.
- The effects of remarriage on survivor benefits for widowed and divorced spouses.
- Compare tax-deferred vs. tax-advantaged retirement income strategies.
Workshop Description
This course focuses on financial terms and concepts that are important to your retirement.
Plus, it explains strategies designed to accomplish common objectives such as tax-efficient withdrawals, lifestyle preservation and providing a legacy.
Both retirees and pre-retirees will benefit from attending this class.
- How to reduce or eliminate Social Security taxation.
- How divorce impacts spousal benefits.How working impacts taxes on Social Security benefits
- How to reduce or eliminate Social Security taxation.
- New strategies to dramatically cut your retirement income taxes.
For financial professionals who want to take this course, the course fee is $1,499.00. The course does not count toward Continuing Education credit or professional development.
Workshop Location and Schedule
St. Petersburg College – Clearwater
Ethics and Sciences Building
Classroom ES 127
2465 Drew Street
Clearwater, FL 33765
TUESDAY, JULY 30th
6:30 pm – 9:30 pm
Course Code: STLRSPC0730
– OR –
SATURDAY, AUGUST 3rd
9:00 am – 1:00 pm
Course Code: STLRSPC0803
Tuition
Tuition is $39. Guests may attend at no additional cost.
An additional workbook for your guest may be purchased for $9.
Registration
Pre-registration is required. Payment will not be accepted at the door.
