LOW TAX, NO TAX & SOCIAL SECURITY WORKSHOP
MAXIMIZE YOUR BENEFITS. MINIMIZE YOUR TAXES.
UPCOMING DATES
Understanding how taxes and Social Security fit into your retirement plan can make the difference between simply getting by and thriving. Apex Retirement Services’ Tax & Social Security Workshop is designed to give you clear, actionable strategies to keep more of your hard-earned money.
WHAT YOU’LL LEARN AT THE WORKSHOP
- How Social Security benefits are taxed, and strategies to reduce or even avoid that taxation.
- Timing strategies: when to claim Social Security for maximum lifetime benefits.
- How tax laws impact retirees, and what you can do now to prepare.
- Ways to avoid common mistakes that could cost you thousands in retirement income.
- Coordination of Social Security with other retirement accounts for a complete tax strategy.
WHY ATTEND?
You’ve worked hard for your retirement income, don’t let unnecessary taxes or missteps reduce it. This workshop gives you the tools to take control of your Social Security and tax planning, so you can retire with clarity and confidence.
NEXT STEPS
Seats are limited. Click below to get details on the next Tax & Social Security Workshop and how to register.
EVERYONE WHO ATTENDS WILL GET THE TAX WORKBOOK
