Farmington Continuing Education

The rules for Social Security change often so what you thought you knew may be different now! When should you take your Social Security? How do you apply? What impact does your spouse's Social Security have on what you collect? This course covers not only the basics of Social Security but also reveals strategies for maximizing your benefits. We will discuss how to minimize taxes on Social Security benefits and how to coordinate your Social Security with your other sources of retirement income. We welcome your questions about Social Security benefits as you explore your options in making this financial decision. Instruction will take place through Start Meeting. Registrants will receive an email from Farmington Continuing Education containing a link and instructor information before the start of the course.

The implications of taxes on the American population are a widely discussed and debated topic. Rising deficits at both the state and federal level are cause for concern for every taxpayer, especially those near retirement. At this educational workshop, you will learn how effective planning and timing can alter the outcome of your retirement. We will discuss current tax law, potential changes to tax law, effects of inflation and strategies to help you minimize your tax liability. We will also share case studies that will illustrate how to successfully navigate this complex topic and get you as close to “tax-free in retirement” as is possible.