Maximize Retirement Income: Your Assets, Your SS, Your Retirement

Every investor has the Same Goal. We all want to achieve FINANCIAL INDEPENDENCE.

Investors are facing many challenges as they plan for retirement:

*When should l file for Social Security? *Do I have enough money to retire?

*Will my money last?

*Am I prepared for the next market correction?

*What happens to my retirement accounts if taxes go up?

*Will my money keep up with inflation?

This Educational Workshop will provide you with much needed information to help address these questions and more!

TOPICS WE WILL DISCUSS:

• How did new Social Security Laws affect your retirement strategy?

• Why waiting to take Social Security may or may not be your best move.

• What happens if your spouse is still working?

• What if you still are or want to work part-time?

• What if you are divorced or widowed?

• How to maximize your Social Security benefits.

• How can you reduce taxes on Social Security?

BONUS TOPICS:

• Learn the 3 principles for maintaining financial independence for your lifetime.

• How you can potentially fill the gap between Social Security and your desired Retirement Income.

• How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.

• Learn strategies that teach you how to structure RMD's Tax Efficiently.

• How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.

• How to potentially reduce taxation on your Social Security after you start receiving your benefits.

• What impact might the Secure Act of 2020 have on the taxes you pay

Host or Publisher Caryn Bane