In this meeting, hear advanced strategies for maximizing your clients' Social Security income and an overview of preparing for taxes in retirement.
BENEFITS
Earn 4 CPE credits in TX.
HIGHLIGHTS
Taxes in Retirement Workshop
Gregory F. Dillon, CFA, CFP®, CLTC, NSSA - OneTeam Financial, LLC
In this session, the speaker will discuss:
- How and why the marginal tax system differs in your retirement years to your detriment
- Will you really take money out of your IRA at a lower tax bracket than you put it in?
- The provisional income calculation on your Social Security payments
- How Capital Gains and Dividends impact your overall tax liability differently in retirement
- The difference between deductions, exemptions and credits on your tax return
- The 9 different pieces of the tax system
- How IRA Required Minimum Distributions work and affect your tax liability
- How Social Security is taxed
- When Medicare premiums can increase as a result of your income
Advanced Strategies for Maximizing Social Security Income
Ash Ahluwalia, MBA, NSSA, CSSCS, CFP - Atlas Advisory Group, LL
This session will review the new rules governing Social Security filing options and advise you of advanced filing strategies available to maximize Social Security benefits. More than 90 percent of filers receive less money than they are entitled to, including individuals who are married, divorced or widowed, couples with minor children and business owners who need your guidance to maximize benefits. We will also address strategies to minimize the taxation of Social Security benefits as well as the best way to maximize benefits for high-net-worth individuals.
COURSE LEVEL
Intermediate
ADDITIONAL NOTES
Early birds save $20. Late fee applied after 9/15. Season Pass holders must register for each event.
For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.