Maximizing Your Social Security July 27th

Your 50s and 60s are the most powerful years for retirement planning, but only if you use them wisely. Great Waters Financial is hosting an exclusive event to give you the strategies, clarity, and confidence to do exactly that. A 3-course meal will follow the presentation.

You’ve spent decades saving, but retirement demands a completely different mindset. Making the shift from accumulating to strategically taking withdrawals is one of the biggest transitions you’ll face.

In plain English, we’ll show you how to make that shift confidently, share little-known strategies your advisor may not be discussing, and break down how the One Big, Beautiful Bill could impact your retirement and taxes.

HERE’S WHAT YOU’LL WALK AWAY KNOWING:

• When to claim Social Security for maximum lifetime income.

• Overlooked and costly Social Security claiming mistakes and how to avoid them.

• Learn how future Required Minimum Distributions (RMDs) could force you into paying higher tax rates.

• Coordinating investment withdrawals with Social Security.

• How to legally reduce taxes on your Social Security, IRA, and 401(k) withdrawals.

• Why probate happens and how to avoid it.

• Understand if you need a will or trust.

THIS EVENT IS BUILT FOR YOU IF:

You’re between 50 and 69, approaching or in retirement, and have an IRA, 401(k), 403(b), TSP, or other pre-tax accounts.

Attendance is limited to first-time guests ONLY. Please, no financial advisors.

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