Social Security & Income Planning Workshop in Laguna Hills, CA

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 Question 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?

AS A BONUS, WE WILL ALSO COVER THESE IMPORTANT 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 in retirement and/or the legacy you leave behind to your loved ones?

Are you in the high risk health group? Can't make this time? That's okay! We are here for you. Click the following link to schedule an appointment to learn more about this vital retirement information.

Host or Publisher Kirk Cox