Could Your Retirement Income Make More of Your Social Security Taxable?
Our free educational seminar,“Taxable Income When Starting Social Security”, explains how your retirement income may affect your taxes.
This seminar is designed for people approaching retirement, recently retired, or already receiving Social Security who want a clearer understanding of how retirement income and taxes work together.
Please complete a separate registration for each person attending the event so we make sure we don’t overbook our room. If you have questions about the seminar or need to change your RSVP, you can call the office at (757) 390-3341 or send an email to us at se******@***td.co.
Seminar Dates
October 19 at 6:00 PM
October 20 at 11:00 AM
at the
Meyera E. Oberndorf Central Library
Seating is limited. Please RSVP to reserve your seat.
Understand how and when your Social Security benefits may become taxable.
Learn how IRAs, pensions and investments affect retirement income.
Identify common retirement planning mistakes before they become costly.
Gain confidence about your decisions for your retirement income strategy.
Social Security decisions shouldn’t happen in isolation. IRA withdrawals, pensions, investment income, and other income sources can affect how much of your Social Security is included in federal taxable income.
Join Frank Tehel, CFP®, EA at the Meyera E. Oberndorf Central Library for a clear, educational discussion of the factors that may affect taxes in retirement and the questions worth considering before you claim benefits or adjust your retirement-income strategy.
Your Host Frank Tehel, CFP®, EA
For more than 40 years, Frank Tehel has helped individuals, families, and business owners throughout Hampton Roads navigate the financial decisions that shape their future.
He and his team provide fee-based financial planning and investment advisory services with a focus on retirement income planning, investment management, multi-generational estate planning, portfolio coordination, and business succession planning.
Frank believes that successful financial planning begins with listening. By taking the time to understand each client’s goals, values, and circumstances, he builds long-term relationships founded on trust, attention to detail, and personalized guidance.
Disclaimer
October Effect Ltd. is a registered investment adviser based in Virginia Beach, Virginia and registered with the State of Virginia. Registration as an investment adviser does not imply a certain level of skill or training.
The information provided on this page is for informational and educational purposes only and should not be construed as personalized investment, tax, legal, or financial advice. Advisory services and recommendations are provided based on each client’s individual circumstances, objectives, needs, time horizon, and risk tolerance.
Investing in securities involves risk of loss, including the possible loss of principal. There is no guarantee that any investment strategy will be successful.
October Effect Ltd. is affiliated with and under common ownership with FasTax, Inc. and Tehel and Company, Inc. October Effect Ltd. may recommend tax and/or accounting services provided by these affiliated companies. This relationship presents a potential conflict of interest because of the financial incentive to recommend an affiliate’s services. Clients are under no obligation to use these affiliated companies and may choose another tax or accounting professional. Advisory services and compensation provided by October Effect Ltd. are separate and distinct from the services and compensation of FasTax, Inc. and Tehel and Company, Inc.
The initial 30-minute consultation is complimentary and without obligation. Additional information about October Effect Ltd., including its Form ADV disclosure brochure, is available through the SEC’s Investment Adviser Public Disclosure database.