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The Hidden Tax on Social Security: Is 85% of Your Benefit Taxable?

Date

Thursday, August 6, 2026

Time

12:00 PM America/Los Angeles

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Agenda

About this event

Are you prepared for how Social Security may be taxed? Many corporate retirees are surprised to learn their benefits may not be tax-free. When combined with pensions and withdrawals, your total income can change how benefits are treated. This webinar explains how Social Security taxation works and what factors may influence it. Join us to learn how different income sources work together in retirement.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.

The Retirement Group
5414 Oberlin Drive
San Diego, CA 92121
(800) 900-5867


Michael Corgiat

Michael Corgiat is an SVP, Financial Advisor at Wealth Enhancement. He has been working with corporate employees for many years and is very familiar with your benefits. He has helped hundreds of corporate employees from working to a successful and enjoyable retirement.