WEBINAR DETAILS
  • About
    Turning on Social Security may seem straightforward, but the timing and sequence of your decisions could affect your taxes, income, and long-term retirement clarity. Join Ed Rossi, CFP®, CTS™, TPCP®, CPWA®, NSSA®, CES™, Senior Wealth Advisor at Oak Harvest Financial Group, for an educational discussion designed to help you better understand how these moving pieces connect and what to thoughtfully consider before making a Social Security decision.
  • Agenda
    • Why claiming Social Security is often more complex than it appears at first glance
    • How your income and tax strategy may influence how much of your Social Security is taxable
    • What the “give back” rule means and how the annual earnings test could temporarily reduce benefits
    • How benefits may change when a spouse begins claiming and why coordination matters
    • Key IRS thresholds and limits that could affect your retirement income plan
  • Price
    Free
  • Language
    English
  • OPEN TO
    Everyone
  • Dial-in available
    (listen only)
    Not available.
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