Maximize Social Security – Complimentary Lunch or Dinner
July 8 @ 6:00 pm - July 9 @ 6:00 pm
Description
If you are a current client and would like to introduce someone who may benefit from our guidance, we would be pleased to have them join you as your guest.
Most retirees could miss out on as much as $110,000 in benefits and pay avoidable Medicare surcharges. In just 60 fast-paced minutes, we’ll show you how to protect your income, reduce taxes, and retire with confidence. The next decision could significantly impact your retirement income! You’ve worked hard, let’s keep more of it.
If You’re Near Retirement And Wondering:
- “Should I claim Social Security now—or later?”
- “What’s IRMAA—and how do I avoid it?”
- “Are my taxes going up in retirement?”
You’re not alone—and this session is for you.
This is not a sales seminar. It’s a concise strategy session hosted by James Hait, fiduciary advisor and founder of Victory Wealth Services. He’s helped hundreds of Arizona families maximize retirement income and minimize avoidable taxes.
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Maximize your Social Security benefits with two powerful filing options—potentially increasing your lifetime income by tens of thousands of dollars.
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How the 2025 tax law changes could cost you thousands in higher taxes
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Strategies to help reduce exposure to IRMAA surcharges
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When and how Roth conversions could save six figures
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How to build a written, tax-efficient income plan for retirement