How To Optimize Your Social Security

Learn how the 2020 SECURE Act increased opportunities to minimize and in some cases eliminate taxation on your Social Security benefits

Social Security will provide on average 40% of your retirement income so understanding all of the options is very important.

• You will learn how your Social Security filing decision fits into your retirement plan.
• You will learn how to minimize and in some cases even eliminate taxes on your Social Security benefits. 
• You will see specific examples of why it’s important to use the right filing strategy.
• You will learn about the Bipartisan Budget Act and how it changed Social Security.