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When does 85% of Social Security Become Taxable. Do NOT Overpay in Taxes!

Datum

Donnerstag, 16. Juli 2026

Zeit

10:00 America/Los Angeles

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Agenda

About this event

Many retirees are shocked to discover that Social Security benefits can be taxed at up to 85%, and this taxation kicks in at surprisingly low income levels that catch even modest-income retirees off guard. This webinar explains how Social Security taxation works, identifies the income thresholds that trigger benefit taxation, and explores strategies to manage your retirement income to reduce the tax impact on your benefits. You'll learn how different types of retirement income affect Social Security taxation, understand coordination strategies with other retirement accounts, and discover planning techniques that can help minimize the taxation of your hard-earned benefits.

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.