August Class Dates Coming Soon!

How to Maximize Social Security & Minimize Taxes in Retirement

Topics We’ll Cover:

  • How to reduce or potentially eliminate taxes on your SS benefits
  • How the current administration’s new tax law may affect your retirement planning and future income expectations.
  • How special planning strategies may significantly increase your total benefits
  • Little-known strategies to combine Social Security, Ordinary Income, and Capital Gains to maximize your income, while reducing annual taxes
  • Special strategies for married couples, divorced individuals, and widows

Includes a class workbook for you and your guest.


Have questions? Speak with a member of our team by filling out the form below:

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Workbook included for you and your guest with registration!

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Milestone Educators and SPG are not affiliated with or endorsed by the Social Security Administration, Medicare, or any other government agency. Investment services are offered through SPGA. SPG, Inc. offers Medicare and insurance products. They operate under “SPG”.