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X-WR-CALNAME:Gregory Ricks & Associates
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DTSTART;TZID=America/Chicago:20260825T173000
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DTSTAMP:20260728T183814Z
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UID:52755-1787679000-1787684400@gregoryricks.com
SUMMARY:Social Security and Taxes in Retirement Combo Course
DESCRIPTION:Price : $ 0 \nInstructors: Brandon Blanchard & Lance Malter \nSocial Security and Taxes in Retirement ( Both topics in one session) \nSocial Security\nThis two hour workshop offers real world strategies and methods designed for those ages 60 and up who are\npreparing for retirement or are in the early stages of retirement and planning on filing for their Social\nSecurity benefits. This workshop is designed to take the confusion out of the many different options available\nto begin receiving Social Security income and help you determine which option is best for you. Whether you\nare married or single upon completion you will know how to properly file for your Social Security benefits as\nwell as how to choose the best filing option for your circumstances. You will also learn how income from\nother sources will affect the amount you are able to receive from Social Security and the tax implications\ninvolved. \nTAXES IN RETIREMENT \nEfficiently managing your taxes involves many intricate details and strategies — and a clear understanding of\nany changes to the tax code. To prepare and plan for the future\, we would like to invite you to our class\, Taxes\nin Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and\nmeet your financial goals. \nWHAT YOU WILL LEARN: \nHow to maximize the amount you are eligible for\nHow to avoid common mistakes people make when claiming their benefits\nHow to optimize your assets to minimize or avoid paying taxes on your Social Security benefits\nHow much income you can make and still draw Social Security\nHow Social Security is taxed\nHow to file and restrict benefits\nHow to claim a spouses benefit even if divorced\nHow and why the marginal tax system differs in your retirement years to your detriment\nWill you really take money out of your IRA at a lower tax bracket than you put it in\nUnderstand the provisional income calculation on your Social Security payments.\nHow to properly file for Social Security benefits\nUnderstand how Capital Gains and Dividends impact your overall tax liability differently in retirement\nThe difference between deductions\, exemptions and credits on your tax return.\nKnow the 9 different pieces of the tax system\nHow IRA Required Minimum Distributions work and effect your tax liability\nHow Social Security is taxed\nWhen Medicare premiums can increase as a result of your income\nGet to know the tools that can be used for tax control \nThis workshop is strictly informational; no products will be sold or endorsed at the class. The \nAmerican Financial Education Alliance (AFEA) is not associated with the Social Security \nAdministration or any other government agency.
URL:https://www.myafea.org/event/16814#new_tab
LOCATION:Hospitality Resort Management (HRM) Center – Hall A\, 420 Debuys Rd.\, Biloxi\, MS\, 39531
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DTSTART;TZID=America/Chicago:20260922T110000
DTEND;TZID=America/Chicago:20260922T123000
DTSTAMP:20260728T170028Z
CREATED:20260728T152548Z
LAST-MODIFIED:20260728T170028Z
UID:52760-1790074800-1790080200@gregoryricks.com
SUMMARY:De-Risk Your Retirement: 3 Keys to Help Ensure You Have Enough
DESCRIPTION:Presenter: Luke Malter\, AIF®\, CFP®\,Wealth Advisor \nDescription: 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. \n“De-Risk Your Retirement” focuses on three important topics proven to resonate with today’s retirees\nand soon-to-be retirees: \n· The possibility of not having enough income in retirement \n· The risk of the market and our current economy \n· The damaging impact of taxes on one’s retirement outlook
URL:https://gregoryricks.com/event/de-risk-your-retirement-3-keys-to-help-ensure-you-have-enough/
LOCATION:Zoom
CATEGORIES:Webinar
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