Event Details

With Social Security and Medicare accounting for over 60% of the Federal budget, changes to these two benefits happen yearly. Sometimes they benefit Baby Boomers and other times they can sting or outright hurt boomers. Education is the key to success in retirement.

In addition, one of your greatest potential expenses during retirement can be your taxes, so it is important to be educated on how social security and your other retirement income sources will be taxed in retirement, and how to minimize the impact of those taxes.

Join us for this important, free event open to the public. We will walk you through the potential pitfalls of Social Security planning and show you ways to take advantage of Social Security laws that will benefit you. Additionally, we will cover additional important topics listed below.

Topics we will discuss:

  • Why waiting to take Social Security may be or may not be your best move.

  • What happens if your spouse is still working?

  • What if you still are or want to work part-time?

  • Social Security Timing Considerations

  • Social Security Taxation Rules

  • Medicare Excess Premiums


  • The New Tax Reform Act (2017 Tax Cuts and Jobs Act)

  • Required Minimum Distribution Rules and Implications

  • How your various assets will affect your taxes

  • Strategies for optimizing your taxes

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided a folder with tax information along with a pen and paper to take notes.

Will any investments or investment products be discussed?

No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No, there is no sales pitch, this is an educational workshop.


  • When: Mon Aug. 13
    6:00 pm - 7:30 pm

  • Address: 1001 Arapahoe Avenue
    Boulder CO,US 80302

  • Web: Visit Website