2018 Tax Reform & Social Security Benefits (5.21.18)
May 21, 6:00-8:30 pm │ Two Rivers Restaurant, General Butler State Park
The biggest tax reform law in a generation was passed in December. What does this mean for you and your retirement?
Join us as R. Travis Terlau, CFP® discusses how Tax Reform can impact your retirement income and your Social Security benefits.
This educational event will cover the following:
►Comparing 2017 & 2018 Tax Brackets: Are you paying too much tax?
►Hedging against inflation when interest rates rise
►Positioning your assets now for the most tax efficient income during retirement
►Social Security Update: What to look for in 2018
►File Now vs. File Later: Does it really pay to wait?
►How Social Security benefits work for you and your spouse
►5 Years or Less from Retirement: Preparing an Action Plan
RSVP now for you, your spouse, family members, friends, neighbors and/or co-workers that would benefit from this important discussion.
*Refreshments Provided. Reservation Required.
*We reserve the right to decline a reservation. Not open to agents, financial advisors or their representatives. For serious investors only. Not affiliated with the Social Security Administration.