NEW Taxes in Retirement Class and Social Security/Medicare Class Schedule

January 23, 2024

We are officially announcing our early 2024 Social Security and Medicare class dates as well as adding a NEW class, Taxes in Retirement!

Our Social Security and Medicare class will now offer only 1 seating on each scheduled class day, and during the second session of the day Ryan Roloff will be presenting Taxes in Retirement, a new class that will help you understand tax differences in retirement. Read below for class descriptions and current dates and times, along with how to reserve your seat in these COMPLIMENTARY classes. 


Social Security and Medicare Class:

  • How to properly file for Social Security benefits
  • Maximize the amount you are eligible to receive
  • How to avoid the most common mistakes people make when claiming their benefits
  • Optimize your assets to minimize or avoid paying taxes on your Social Security benefits
  • How much income you can make and still draw Social Security
  • How Social Security is taxed
  • How to determine which claiming strategy is best for you
  • How to claim a spousal benefit, even if you are divorced
  • Following the SS course an informational Medicare presentation that reviews the parts of Medicare & when to apply
  • The options for covering the gaps in Original Medicare coverage


Taxes In Retirement Class:

  • How and why the marginal tax system differs in your retirement years to your detriment
  • Will you really take money out of your IRA at a lower tax bracket than you put it in
  • Understand the provisional income calculation on your Social Security payments
  • Understand how Capital Gains and Dividends impact your overall tax liability differently in retirement
  • The difference between deductions, exemptions and credits on your tax return
  • Know the 9 different pieces of the tax system
  • How IRA Required Minimum Distributions work and affect your tax liability
  • How Social Security is taxed
  • When Medicare premiums can increase as a result of your income
  • Get to know the tools that can be used for tax control




   Tuesday, February 27, 2024

       Social Security & Medicare class from 12:30pm - 2:30pm

       Taxes In Retirement class will be from 6:30pm - 8:00pm

   Clovis Veterans Memorial Building, 808 4th St, Clovis, CA 93612


   Tuesday, March 12, 2024

       Taxes In Retirement class from 12:30pm - 2:00pm

       Social Security & Medicare class will be from 6:30pm - 8:30pm

   Clovis Veterans Memorial Building, 808 4th St, Clovis, CA 93612



Seating is very limited. Please CALL or TEXT the office to reserve your seat in a class. 559.408.7439

You may also email us to reserve a seat at

(The Social Security class will include presentations on Social Security AND Medicare during it's 2 hour class time)