How timing, taxes, and income must work together
We don’t separate Social Security from your income plan—we tie it together.
Retirement Income Solutions was built around a coordinated approach. We believe that retirees deserve more than just product recommendations or government worksheets. They deserve strategy-And strategy starts with understanding how everything fits together.
What You’ll Learn at the Workshop
This free educational workshop provides straightforward education on the core elements of retirement planning, helping you understand the issues that most influence long-term financial stability.
Most people don’t realize it, but choosing when and how to claim your Social Security benefit could be one of the most expensive mistakes—or smartest moves—you make in retirement.
We work with retirees every day who were given outdated, generic advice… or worse, made a decision based on a Google search or what their neighbor did. We’re here to change that!
If you’re within 5–10 years of retirement and you’re serious about doing this right, this workshop is for you.
Timing Matters More Than Most People Realize
When your benefits begin and how the age you file directly impacts what you receive for the rest of your life. This decision should be coordinated with your broader retirement income plan, not made in isolation.
Taxes Can Quietly Undermine Your Retirement Plan
How to coordinate Social Security with other income sources to help reduce unnecessary taxes and keep more of what you have worked so hard to build.
Turning Assets Into Reliable Income
How Social Security fits alongside pensions, IRAs, and other savings to create real, sustainable income in retirement. This is about coordination, not guesswork.
Help Protect Your Savings During the Transition Into Retirement
How an uncoordinated Social Security decision can ripple through your entire plan and impact your long term financial stability during your most important years.
Why Trust Us to Guide Your Retirement Transition?
We’ve helped hundreds of individuals navigate their retirement journey with clarity and confidence. As independent fiduciary advisors, we focus on income-based strategies tailored to your unique needs.
What Happens After You Register?
After you register, you’ll receive a confirmation with your event details. Just show up, bring a notebook if you’d like, and come ready to learn.
This isn’t a sit-back-and-listen kind of event. You’ll leave with real, actionable strategies and a fresh perspective on how Social Security fits into your overall retirement income plan. We make it simple, clear, and highly relevant—so you walk away knowing exactly what to do next.
About
Retirement Income Solutions
At Retirement Income Solutions, everything we do starts with one belief: your retirement deserves thoughtful coordination, not one size fits all advice.
We are an independent, full service financial firm focused exclusively on retirement planning. That focus matters. It allows us to look at your entire picture and help you make decisions that work together, not in silos.
Independence is important to us because it means our loyalty is to you. We are not tied to any single company, product, or agenda. Our role is to help you evaluate options objectively and build a plan that aligns with your goals, your values, and your stage of life.
Our clients value clarity, honesty, and experience. They want to understand their options, not feel pressured into decisions. That is the environment we have intentionally built and why so many people trust us to guide them through one of the most important transitions of their lives.
Retirement planning is not about chasing returns or reacting to headlines. It is about building confidence through coordination, education, and a plan you can rely on.
That is what we do. And that is why this conversation matters.
The information provided here in is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investments, investment strategies, or investment advice relating to securities, nor is the information a representation that any security is a suitable or appropriate investment for any person. In addition, please consider the appropriateness of the advice having regard to your own objectives, financial situation, and needs. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation. All investment returns are hypothetical, and where quoted, past performance is not indicative of future performance. Sound Income Strategies, LLC does not create this document nor represent or warrant that the contents of this document are suitable for you from a compliance, regulatory, legal or any other perspective. We shall have no responsibility for your use or non-use of the document or any portion thereof. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC-Registered Investment Advisory Firm. Retirement Income Solutions LLC and Sound Income Strategies, LLC are not associated entities. Retirement Income Solutions LLC is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.