Gregory Ricks & Associates

Social Security Benefit Options
2026-03-24 17:30 - 19:00 (America/Chicago) | Hospitality Resort Management (HRM) Center – Hall A, 420 Debuys Rd., Biloxi, MS, 39531, United States

Taxes in Retirement
2026-04-16 17:30 - 19:00 | St. Tammany Parish Library – Causeway Branch, 3457 US-190 W, Mandeville, LA, 70471

Taxes in Retirement
2026-04-28 17:30 - 19:00 | Hospitality Resort Management (HRM) Center – Hall A, 420 Debuys Rd., Biloxi, MS, 39531, United States

Social Security and Taxes in Retirement
2026-06-24 17:30 - 19:00 | St. Tammany Parish Library – Madisonville Branch, 1123 Main St, Madisonville, LA, 70447, United States
Price : $ 0
Instructor: Luke Malter & Lance Malter

Social Security and Taxes in Retirement Combo Course
2026-08-25 17:30 - 19:00 | Hospitality Resort Management (HRM) Center – Hall A, 420 Debuys Rd., Biloxi, MS, 39531, United States
Price : $ 0
Instructors: Brandon Blanchard & Lance Malter
Social Security and Taxes in Retirement ( Both topics in one session)
Social Security
This two hour workshop offers real world strategies and methods designed for those ages 60 and up who are
preparing for retirement or are in the early stages of retirement and planning on filing for their Social
Security benefits. This workshop 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 you
are married or single upon completion you will know how to properly file for your Social Security benefits as
well as how to choose the best filing option for your circumstances. You will also learn how income from
other sources will affect the amount you are able to receive from Social Security and the tax implications
involved.
TAXES IN RETIREMENT
Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of
any changes to the tax code. To prepare and plan for the future, we would like to invite you to our class, Taxes
in Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and
meet your financial goals.
WHAT YOU WILL LEARN:
How to maximize the amount you are eligible for
How to avoid common mistakes people make when claiming their benefits
How to optimize your assets to minimize or avoid paying taxes on your Social Security benefits
How much income you can make and still draw Social Security
How Social Security is taxed
How to file and restrict benefits
How to claim a spouses benefit even if divorced
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
Understand the provisional income calculation on your Social Security payments.
How to properly file for Social Security benefits
Understand how Capital Gains and Dividends impact your overall tax liability differently in retirement
The difference between deductions, exemptions and credits on your tax return.
Know the 9 different pieces of the tax system
How IRA Required Minimum Distributions work and effect your tax liability
How Social Security is taxed
When Medicare premiums can increase as a result of your income
Get to know the tools that can be used for tax control
This workshop is strictly informational; no products will be sold or endorsed at the class. The
American Financial Education Alliance (AFEA) is not associated with the Social Security
Administration or any other government agency.

Social Security Benefits and Understanding Your Taxes in Retirement
2026-09-16 17:30 - 19:30 | St. Tammany Parish Library – Madisonville Branch, 1123 Main St, Madisonville, LA, 70447, United States

De-Risk Your Retirement: 3 Keys to Help Ensure You Have Enough
2026-09-22 11:00 - 12:30 | Zoom
Presenter: Luke Malter, AIF®, CFP®,Wealth Advisor
Description: De-Risk Your Retirement tackles three key challenges—outliving your income, market volatility, and tax impacts. Learn practical steps to secure steady income, reduce investment risk, and minimize taxes so you can retire with greater confidence.
“De-Risk Your Retirement” focuses on three important topics proven to resonate with today’s retirees
and soon-to-be retirees:
· The possibility of not having enough income in retirement
· The risk of the market and our current economy
· The damaging impact of taxes on one’s retirement outlook
