You are invited to our Masterclass On:
What's New with Social Security?
and
How to Reduce Taxes
on Social Security?
You have questions:
✔ How will the Social Security cost-of-living adjustment affect my benefit in 2022?
✔ How much can I earn before benefits will be withheld?
✔ What will my Medicare premium be?
✔ What's happening with the Social Security Trust Fund?
✔ Is my Social Security benefit taxable?
In Just two hours, we'll cover:
✔ The 2022 cost-of-living adjustment
✔ 2022 earnings test
✔ Social Security taxes (payroll taxes and income taxes on benefits)
✔ 2022 Medicare premiums
✔ Tax Reduction Strategies on Social Security & Required Minimum Distribution (RMD)
✔ Status of the Social Security trust fund and reform proposals
✔ Update on Social Security claiming strategies
You need to know:
◼ How this year's automatic adjustments affect your financial plans
◼ How to reduce or avoid taxes on your Social Security benefits
◼ How to manage your income to avoid high Medicare premiums
◼ The latest rules affecting Social Security claiming strategies
Hosted by:
Angelica Roxas
Fiduciary Advisor
Strategic Asset Preservation, Inc
Date and Time:
Saturday, November 12th
11:00 am - 1:00 pm
Location:
Our Office:
23133 Hawthorne Blvd, Ste B16 (Basement)
Torrance, CA 90505
Lunch Will be served!
There are only 6 seats available.
Investment advisory services are offered through Optivise Advisory Services, LLC a SEC Registered Investment Advisor.
Optivise and Strategic Asset Preservation, Inc. are independent of one another.