Optimizing Your Social Security Benefits: An Educational Workshop
Schedule
Thu Feb 27 2025 at 06:00 pm to 07:00 pm
UTC-08:00Location
Yorba Linda Community Center (Yorba Room C) | Yorba Linda, CA
About this Event
This educational workshop will provide you with much needed information to help you understand how Social Security works. After this class, you will be able to make informed decisions about Social Security and understand how the elections you make will affect your monthly benefits.
TOPICS WE WILL DISCUSS:
- Could Social Security go broke?
- How does my Full Retirement Age impact my monthly payment?
- What is the “breadwinner” provision for couples?
- Could a government pension impact my or my spouse’s social security payment?
- How will my Social Security be taxed?
- What are the potential pitfalls of starting Social Security payments at ag 62?
- Why is working 35 years important in determining my Social Security payments?
OTHER IMPORTANT TOPICS:
- How you can potentially fill the gap between Social Security and your desired Retirement Income.
- How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.
- 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.
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.
Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (MWM). MWM and Mosley Insurance & Financial Services are affiliated companies by common ownership. License #0K76766. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency.
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Where is it happening?
Yorba Linda Community Center (Yorba Room C), 4501 Casa Loma Avenue, Yorba Linda, United StatesEvent Location & Nearby Stays:
USD 0.00
