Free Social Security & Tax Workshops

Reserve your seat. All events are free, open to the public, and require no financial background.

Next free workshop

Wednesday, September 9 · 4:00 PM Pacific
Online, 60 minutes, free. How Social Security is taxed, the IRMAA cliff, and the inherited-IRA 10-year rule.

Reserve a Seat →

Workshops in Southern California  ·  Free 2026 Income & Tax Sheet

Upcoming Workshops

This Wednesday · Next Workshop
Sep
9

Social Security, Taxes & the IRMAA Cliff

Online — live on Zoom
Join from home; the link is emailed after you reserve.
Wednesday, September 9, 2026 — 4:00 PM Pacific

Free Admission 60 Minutes
RESERVE YOUR SEAT →
Sep
TBA

IRMAA, Social Security & Taxes

Circle City Center — Conference Room
365 N. Main Street, Corona, CA 92882
September 2026 — date to be announced

Free Admission
RESERVE YOUR SEAT →
Sep
TBA

Social Security and Taxes

Cathedral City Library — Community Room
33-520 Date Palm Drive, Cathedral City, CA 92234
September 2026 — date to be announced

Free Admission
RESERVE YOUR SEAT →

Topics Covered at Every Workshop

  • + AIME/PIA benefit calculation and the 35-year earnings record
  • + Filing age strategies: 62, Full Retirement Age, and 70
  • + Spousal, survivor, and divorced spouse benefit rules
  • + SSI and SSDI interaction with retirement benefits
  • + Provisional income and taxation of benefits
  • + The SECURE Act 10-year inherited IRA rule
  • + WEP/GPO elimination under the 2024 Fairness Act
  • + IRMAA and Medicare premium exposure
  • + Required Minimum Distribution rules (SECURE 2.0)
  • + Open Q&A

No financial background required. Attendees are encouraged to bring their most recent Social Security Statement (available at ssa.gov/myaccount).

Past Workshops

A record of the free Social Security & tax education classes the Retirement Literacy Foundation (a non-profit) has hosted across Southern California.

Date City Venue
July 14, 2026IrvineNorthwood Community Center
July 11, 2026Yorba LindaYorba Linda Community Center
June 6, 2026PasadenaLamanda Branch Library
May 30, 2026Huntington BeachCentral Library
May 12, 2026Laguna NiguelCommunity Room
May 9, 2026PasadenaSan Rafael neighborhood
April 22, 2026La Cañada FlintridgeCommunity Room
April 20, 2026TemeculaCommunity Room
April 14, 2026Moreno ValleyCommunity Room

Reserve Your Seat

Fill out the form and we will confirm your registration and send preparation materials before the event.

By registering, you consent to receive event confirmation and educational communications from the Retirement Literacy Foundation. Call: 714-584-4921.

Hans Goldstein

Hans Goldstein

Founder & Executive Director · Retirement Literacy Foundation, a 501(c)(3) non-profit

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