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Social Security and Taxes (Part 2)

February 13 @ 6:30 pm - 8:30 pm

Free

Dixie State

Two Part Event
2/12 or 2/13 6:30PM
1526 S Medical Center Dr.
St. George, UT 84790

 

In this class on Social Security and Tax Planning, we will answer the following:

  • What benefits can I expect to receive? Will Social Security be there for me?
  • When should I apply for my Social Security benefits
  • How will Social Security benefits affect my taxes? What steps can I take to help prevent a huge tax bill?
  • What is the Tax Cuts & Jobs Act and how could it impact my income in retirement?
  • Are there benefits to waiting on drawing Social Security? Does this timing affect my other financial assets?
  • How can I pass on benefits to my spouse or other family members?
  • What steps can you take to maximize your Social Security Benefit?
  • What is the Tax Cuts & Jobs Act and how could it impact my income in retirement?

 

Don’t sit on the sidelines! Empower yourself with the latest financial information by attending one of our complimentary dinner events.

 

Details

Date:
February 13
Time:
6:30 pm - 8:30 pm
Cost:
Free

Venue

Dixie State
1526 S Medical Center Dr.
St. George, UT 84790 United States
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Other

Date Attending:
Second Date

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