Legal Seminar: Social Security Maximization & Taxation in Retirement

PRESENTER:

David Cechanowicz, JD, MSFS, AIF – Senior Financial Planner
REDW Stanley Financial Advisors, LLC

Each day more than 10,000 Americans cross the line of eligibility to collect retirement benefits. While two-thirds of them will not pay taxes on their benefits, the remaining third are exposed to marginal income tax rates as high as 55.5%.

In this complimentary seminar, learn how an individual’s mix of investments and retirement withdrawals interact with Social Security benefits, as well as specific income distribution strategies to mitigate the effect of excessive marginal taxation rates. Attendees can receive up to 2 CLE credits.

AGENDA:

7:30 am – 8:00 am      Registration and Networking
8:00 am – 10:00 am    Seminar plus Q&A

TO REGISTER:

Please contact Holly Prior at 602.730.3613.