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How to Maximize Social Security Without Overpaying Taxes

Potentially more than three-quarters of your Social Security benefits could be subject to ordinary income taxation. The tips you’ll learn in this webinar could potentially save you thousands of dollars over your lifetime!

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About the Event

Don't leave money on the table

Were you aware that more than three-quarters of your Social Security benefits could be subject to ordinary income taxation? The tips you’ll learn in this webinar could potentially save you thousands of dollars over your lifetime!

Join us for one of our live upcoming live webinars and learn how to potentially maximize Social Security without overpaying taxes on your benefits. Hosted by Lucia Capital Group Chief Financial Planning Officer, Rick Plum, CFP®.

Here’s just a sample of what you can expect to get out of this live webinar:

  • Find out the truth about three of the biggest myths regarding Social Security
  • Learn options for integrating Social Security with your investment portfolio
  • Discover what could cause your benefits to be taxed—and exactly how much of your benefit could potentially be taxed
  • Acquire strategies to potentially reduce or eliminate taxation on your benefits
  • Learn about MAGI and IRMAA and how these can affect benefit taxation
  • Get answers to your specific questions from a CERTIFIED FINANCIAL PLANNER® professional during our live Q&A session

Don’t delay—the clock is ticking, and there are actions you’ll want to take BEFORE claiming your benefits!

Attend our webinar and get educated. Knowledge is power, and it’s the key to making the right decisions about your Social Security. Don’t you owe it to yourself to get as much as possible without giving up a lot in taxes?

Don’t leave money on the table—reserve your spot today!

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

Webinar Schedule

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About the Presenter

Hosted by accomplished industry professionals

Rick Plum

Rick Plum, CFP®

Rick Plum, CFP®

Chief Financial Planning Officer

As the firm’s chief financial planning officer, Rick is responsible for oversight and guidance of the firm’s wealth services. In this role, Rick is an invaluable resource to our wealth management team, advising on asset allocation strategies and helping clients design sophisticated financial, tax, and estate planning solutions.

Rick has been a financial planner for more than 25 years and is a regular contributor to financial radio programs syndicated throughout the country, where he can be heard answering questions on all topics regarding personal finance. Check out Rick’s full bio for more.