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Maximize your Social Security Income and Pay Less Tax

Social Security income planning can be tricky with over 2,000 rules that will impact the amount of income you receive, and keep after taxes. When should you file? What strategies are available? How can you maximize your income after taxes? In this Livestream, Ed Rossi CFP, CPWA, National Social Security Advisor, and Troy Sharpe, CFP, CPWA, discuss the powerful planning techniques around Social Security, and the corresponding dominoes that tip over once elected, so you can have more guaranteed lifetime income! We’ll also do a live Q&A and raffle off gift cards to your favorite restaurant for two lucky winners! Sign up for our newsletter HERE: https://click2retire.com/SSlivestream Do you have a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or Click HERE: https://click2retire.com/SocialSecuri... A 2023 budget bill signed by President Biden makes major changes to retirement savings plans. Our Secure Act 2.0 Guide shows you the new changes and how they may impact your retirement savings and personal finances. Secure Act 2.0: https://click2retire.com/SecureAct ___________________________________________ This content expresses the general views of Oak Harvest Financial Group and is for educational purposes only. It should not be considered an offer or solicitation to buy or sell securities, nor is it personalized investment, tax, or legal advice. Investing involves the risk of loss and past performance is never a guarantee of future returns. The strategies discussed may not be right for you, and your personal circumstances should be considered carefully before the adoption of any investment or tax strategy. Indexes such as the S&P 500 are not available for direct investment. Client portfolios are based on individual situations, objectives, and risk, and actions and ideas discussed will not apply to all client portfolios. Hypothetical scenarios do not reflect actual results and do not guarantee future results. Terms such as “Guaranteed,” “safety,” and “principal protection” refer to insurance products and are dependent on the financial strength and claims-paying ability of the issuing insurance company. Investment Advisory services provided through Oak Harvest Investment Services, LLC. Insurance services provided through Oak Harvest Insurance Services, LLC. Oak Harvest Financial Group is not affiliated with any government agency