Social Security Workshop Hosted in Baton Rouge, LA.

Event Information

Share this event

Date and Time

Location

Location

Louisiana Culinary Institute

10550 Airline Highway

Baton Rouge, LA 70816

View Map

Event description

Description

This educational Workshop will provide you with the 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:

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

  • Is "file and Suspend" really gone?

  • Why waiting to take Social Security might not be the best move or 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 you can reduce taxes on Social Security.

AS A BONUS WE'LL ALSO BE GOING OVER THESE TOPICS THAT ARE IMPORTANT AS WELL

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

  • 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 a folder with tax information along with a 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, there is no sales pitch, this is an educational workshop.



Date and Time

Location

Louisiana Culinary Institute

10550 Airline Highway

Baton Rouge, LA 70816

View Map

Save This Event

Event Saved