Free Educational Workshop on Social Security
Maximize Your Benefits! Minimize Your Taxes!
Limited Seating!
Join Us for Complimentary Refreshments and a Free Social Security Workshop.
Upcoming Classes:
Tuesday, September 12th, 2023
6:30 PM
Thursday, September 14th, 2023
6:30 PM
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2023 Class Schedule:
Sept 12 & 14: Blue Ash, OH
Oct 10 & 12: Glendale, OH
Nov 8 & 9: Falmouth KY. Pendleton County Club
Hi,
I'm Andy Boetcher
Certified Social Security Strategist
Andy Boettcher is a licensed agent in Ohio, Kentucky and Florida and many other states with over 15 years of experience in financial and estate planning. As an active member of his community and church, he takes serving his fellow tri-state residents seriously. Andy has made it his personal mission to enrich people’s lives through financial education, ensuring their retirement needs are met and providing peace of mind.
You Will Learn How To
01
How to Maximize your benefits
02
How to minimize your taxes
03
Know your options
Here's What You'll Learn
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How married couples can coordinate benefits.
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How working after filing can risk your eligibility to receive a benefit payment before full retirement age.
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The taxability of your benefit check.
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How to structure social security to reduce taxes.
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How claiming worker benefits early could permanently lower your spousal benefit.
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​How to avoid the dozens of planning traps buried within the ~3,000 filing rules.
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How to claim a spousal benefit while earning delayed retirement credits on your own benefit.
