Up to 85% of Your Social Security Is Taxable. Free Workshop to Fix That.

Date: Monday, April 20, 2025 Time: 11:30 AM to 12:30 PM Venue: Grace Mellman Community Library, 41520 Nicole Lane, Temecula, CA 92591

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Description:

Most retirees find out their Social Security is taxable after it is too late to do anything about it.

This free 60-minute workshop covers three things your CPA is probably not telling you:

• How provisional income determines how much of your Social Security check gets taxed
• The withdrawal sequence that keeps your Medicare premiums from spiking
• What happens when your children inherit your IRA under the 10-year rule

No products. No sales pitch. Just the tax math that affects every retiree in Temecula.

Seats are limited. Reserve yours now at: ss-workshop-tem-april20.netlify.app

Questions? Call 213-414-2808.

Presented by the Retirement Literacy Foundation.