Asset Preservation, Income Planning & Maximizing Social Security Benefits

This Educational Workshop will provide you with much needed information to help you understand better all the topics listed below:

TAX RATE RISK

• Why experts say tax rates could double

• How rising taxes may affect your retirement cash flow

• The “Catch 22” of 401k’s and IRA’s

RETIREMENT INCOME PLANNING

• How to accumulate dollars in the right types of accounts for future retirement income

• Why should you convert to a Roth?

• Strategies to reduce or eliminate taxes in retirement

• Increase your payout amounts and make sure they never run out.

MAXIMIZING SOCIAL SECURITY

• How can you potentially reduce taxes on Social Security?

• Should you begin SSI at 62, 67, 70 or somewhere in between?

• What claiming strategies are available today, and who could benefit?

• Social Security maximization strategies

RETIREMENT DISTRIBUTION PITFALLS

• How the new rules on “Rate of Withdrawal” affect People Nearing Retirement

• How to ensure you won’t run out of money in retirement

• How to liquidate retirement assets in the right order

• How to eliminate “sequence of returns” risk

WHY LOSSES DURING RETIREMENT MATTER

• The impact of dramatic market loss in retirement

• How to shield your assets from stock market volatility

• How to truly diversify your retirement portfolio

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Is this sponsored by the Social Security administration?

Todd Bennett is not affiliated with the Social Security administration or any other government agency.

Host or Publisher Todd Bennett