Please note that we are no longer hosting these events, but are working on a reschedule date for these events due to the hurricanes in the area. 

Helping those between the ages of 57-67 answer the questions:
"When should I take Social Security?" and "How can I reduce my tax burden in retirement?"

Join us for a one hour event where we will discuss:

• Six changes affecting Social Security in 2024.
• Easy strategies ways to increase your Social Security benefits.
• Simple tax mistakes to avoid (and tips for understanding tax efficiencies).
• How you may be able to reduce or eliminate taxes on your Social Security.
• File for Social Security benefits early or delay? What's better for you?
• Common mistakes that routinely cost many retirees thousands in lifetime SS benefits.
• Why the stock market could influence your Social Security decision.

Upon registration you will receive a confirmation email. Please reach out to our office with any questions! 

Each topic will be discussed in greater detail at the presentation. Please note that any strategy utilizing investments carries an inherent element of risk. Certain strategies may not apply or be suitable for all attendees. For specific estate planning or tax advice, be sure to consult with an estate planning attorney or tax advisor. Event not sponsored by Largo Public Library.