Social Security & Income Planning Workshop in Pawleys Island, SC

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?

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 in retirement and/or the legacy you leave behind to your loved ones?
• Secure Act 2.0 - What does this mean for you and your retirement?

Host or Publisher Sarah Squire