Timely Event at The Beacon Recreation Center in Arlington, TX

Maximizing Social Security Benefits & Minimizing Taxes

Strategies to Help Increase Your Income and Reduce Taxation in Retirement

Event Details

The Beacon Recreation Center
1100 Mansfield Webb Rd
Arlington, TX 76002

Event Options:

– Tuesday, May 13 at 6:30 p.m.

– Thursday, May 15 at 6:30 p.m.

RSVP NOW!

Seating is limited. There is no charge to attend!

Event Details

The Beacon Recreation Center
1100 Mansfield Webb Rd
Arlington, TX 76002

Event Options:

– Tuesday, May 13 at 6:30 p.m.

– Thursday, May 15 at 6:30 p.m.

RSVP NOW!

Seating is limited. There is no charge to attend!

Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be one of the largest sources of income in retirement while taxes may be one of the largest expenses. Not properly planning for both can lead to less income in retirement.

Join us for a special event at The Beacon Recreation Center where we will discuss the following important topics:

  • What’s new and changing for Social Security and taxes in 2025.
  • The changing financial landscape for those approaching retirement.
  • The impact that proposed changes to tax laws, market volatility, high interest rates and rising inflation may have on your retirement income.²
  • Why taxes can be one of your biggest retirement expenses without a proper plan in place.
  • Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
  • How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
  • Claiming strategies, common mistakes to avoid and planning techniques to help you maximize your Social Security benefits.
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • Planning for longevity, inflation, and future tax increases to ensure you won’t OUTLIVE your money in retirement.
  • And MUCH more!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!

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Hours
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Why attend?

This presentation combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.

Claiming Your Social Security Benefits at the Wrong Age May Significantly Reduce Your Benefits

Don’t miss the chance to learn how to MAXIMIZE SOCIAL SECURITY and REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

Cropped shot of a senior couple sitting together and going over their financial documents together in their home

Meet Your Host

Rebecca Irey | Blue Sky Financial
Rebecca’s upbringing in South Dakota, during a period marked by widespread farm foreclosures and economic hardship, profoundly shaped her financial outlook. These early experiences were instrumental in developing the core philosophy of Blue Sky Financial: the importance of self-reliance and the cultivation of generational wealth, independent of external dependencies.

Together with her husband Quentin, Rebecca has raised a large and loving family of seven children and now delights in the joys of six grandchildren, residing just north of Austin, Texas. With a career in the financial sector that began in her college days, Rebecca’s dedication to assisting American families is unwavering. She is deeply committed to helping guide families towards rapid debt elimination and asset accumulation, employing budget-conscious methods and savvy strategies.

Rebecca is not just an advocate for reaching your retirement goals; she has expertise in helping design strategies for tax-free income streams in retirement. Her expertise extends from college financial planning to Medicare advocacy, helping ensure that families navigate the complexities of financial complexities that can come with retirement, with ease and confidence.
Sign Up Now!

© 2025 Taxes Declassified | Privacy Policy

Licensed Insurance Professional. Blue Sky Financial and Your Retirement Reality are unaffiliated companies. State License #: 66094

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.