Complete the Form Below to Secure Your Spot
Learn Strategies That May Reduce Taxes in Retirement &
Increase Your Lifetime Social Security Income!
Thurs, Jan 30th | 6:30pm-7:30pm
The Lone Tree Hub (8827 Lone Tree Pkwy | Lone Tree, CO 80124)
Social Security and Tax
Planning Workshop
Thurs, Jan 30th | 6:30pm-7:30pm
The Lone Tree Hub (8827 Lone Tree Pkwy | Lone Tree, CO 80124)
Coming In 2025: Major Changes
That May Impact Your Social Security Benefits
You Paid For It, Collect The Most That You Are Entitled To Receive!
Register to Attend and You May Learn About:
- 2 Strategies That May Increase Your Lifetime Benefits
- Coordinating Benefits With Your Spouse…
• Why Couples Miss Out On Substantial Income? - A Huge Mistake Often Made – Wasting Survivor Benefits
• Why Women Are Often Hurt The Most?
- 2 Ways To Potentially Eliminate or Reduce Taxes
• On Your Benefits, and Your Retirement Income! - Social Security Benefit Cuts Likely In As Few As 10 Years
• How Future Cuts May Impact Your Optimal Social Security Claiming Strategy
We’ll also address The Widow’s Penalty: Why surviving spouses often pay higher taxes and Medicare premiums, and what you could do about it.
In 2024, 96% of Retirees are Losing Out on About $111,000 Per Household by Claiming Social Security Benefits at the Wrong Time.
Join Judy Carlson for this informational event. Gain insights into strategies to help you accomplish objectives such as inflation protection, optimizing Social Security, lifestyle preservation, and providing a legacy.
Both pre-retirees and retirees may benefit from attending this workshop.
Source: CBS News
Judy Carlson, CPA
Founder & CEO
Investment Advisor Representative
Complete the Form Below to Secure Your Spot
Learn Strategies That May Reduce Taxes in Retirement &
Increase Your Lifetime Social Security Income!
Thurs, Jan 30th | 6:30pm-7:30pm
The Lone Tree Hub (8827 Lone Tree Pkwy | Lone Tree, CO 80124)
