Social Security and Tax Planning

Now could be the time to take advantage of strategies that can optimize your income. Do you know about past changes and new ones coming for social security and taxes? Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.

Learn more at this group presentation, hosted by local retirement professionals from The Institute for Financial Education. This educational event will cover the basics of Social Security, potential tax minimization strategies, and the latest for optimizing your benefits and retirement.

Registration is required and can be completed at bit.ly/taxplanning0312. Questions about this program can be emailed to Kerrie at reference@bloomingtonlibrary.org.