Managing Social Security Income and Retirement Accounts

Program Type:

Speakers

Age Group:

Adults
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Event Details

Austin Smith from Evergreen Capital Management will be teaching a class focused on effectively managing Social Security income and retirement accounts. The session will cover strategies for maximizing Social Security benefits, integrating them with retirement savings, and optimizing the withdrawal process. Participants will learn how to balance different income sources and plan for tax implications, while maintaining assets throughout retirement. This class is ideal for those looking to create a sustainable financial plan as they approach retirement or already in retirement.