Maximizing Social Security Benefits and Minimizing Taxes Workshop

IMPORTANT TOPICS FOR RETIREMENT TODAY

The correct way to determine if a retirement income strategy will be successful is by analyzing three major metrics:

1. Portfolio Longevity

How long does the portfolio last? Does it last through their retirement?

2. Sustainable Income

If the portfolio doesn’t last through retirement, how much of their after-tax monthly income need will be met by their monthly income streams such as Social Security and pensions.

3. Estate Value

If the portfolio does last through retirement, what is the net, after-tax estate value that is left behind to the people or causes they care about.

RETIREMENT INCOME PLANNING
• The three basic retirement accounts
• How to accumulate dollars in the right types of accounts for future retirement income
• What’s better for you: tax-deferred or tax-free accounts?
• How to define a “true” tax-free investment
• When should you convert to a Roth?
• How IRA’s and 401k’s cause Social Security taxation
• Strategies to reduce or eliminate taxes in retirement

MAXIMIZING SOCIAL SECURITY
• The causes of Social Security taxation
• The Social Security thresholds you need to be aware of
• The real cost of Social Security taxation
• Strategies to eliminate Social Security taxation
• Social Security maximization strategies

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Sharp Financial are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Kevin Pulliam and Ash Pulliam and/or Sharp Financial are not affiliated with or endorsed by the Social Security Administration or any other government agency."

Host or Publisher Kevin Pulliam