March Meeting - Maximizing Social Security, Retirement & Tax Planning

When:  Mar 19, 2019 from 05:30 PM to 08:30 PM (ET)
Associated with  North Penn Chapter

Maximizing Social Security, Retirement & Tax Planning

Taxin.png                                                 1 hour CPE – Tax

 Randi Taxin, United Retirement Advisor Group, Wayne PA

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits.

This presentation will provide much needed information to help understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize personal benefits. It also provides the principles of sound tax and retirement income planning with emphasis on the tax code changes. Plus, it explains strategies designed to accomplish common objectives such as tax-efficient withdrawals, lifestyle preservation and providing a legacy. We’ll also discuss some strategies available to individuals, such as:

 

  • How to coordinate your retirement income in a tax efficient manner.
      • Draw retirement income in a tax advantaged way.
      • The common mistakes you can make when doing an IRA rollover before or after retirement.
      • Compare tax-deferred vs. tax advantaged retirement income strategies.
      • When your SS benefits may begin, and how the age at which you apply will affect the amount you receive
      • How to maximize Social Security benefits and how to minimize taxes on them
      • What is the future of Social Security and what does it mean to you
      • When it makes sense to delay benefits - and when it does not
      • Learn how all of your assets fit together with Social Security to fund your quality of life in retirement

 United Retirement Advisor Group

Randi Taxin has been the Executive Director of the nonprofit Adult Education Program, Inc.for the last 3 years, and owner of the Retirement Planning Firm, United Retirement Advisor Group, for 5 years, as well as a manager for the past 20 years.

Randi is certified with the National Social Security Association LLC, which allows Randi to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income.

Randi’s credentials include Retirement Income Planner, Advanced Life and Health Insurance License through Pennsylvania Department of Insurance and National Social Security Advisor. Randi is the Western Philadelphia area instructor for adult education courses offered under the Council of Financial Educators. These courses were developed for people age 50 and up who seek an alternative to the typical Wall Street Myths to financial planning.

 

Contact info: randi@URAdvisorgroup.com

Website www.URAdvisorgroup.com

610-688-1555 cell: 610-909-6131 fax: 610-989-1724

992 Old Eagle School Road -Suite 913 - Wayne, PA 19087



Location

Wm Penn Inn
1017 DeKalb Pike
Ambler, PA 19002