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 you can reduce taxes on Social Security
AS A BONUS WE WILL ALSO COVER THESE IMPORTANT TOPICS:
- 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 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.
Educational Event:The information provided is educational in nature and is not suggesting a specific course of action or any action and it should not be construed by any consumer and/or prospective client as solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment or legal advice for compensation. No persons associated with New Light Financial are licensed attorneys or tax professionals and material presented by any person associated with New Light Financial should not be construed as legal or tax advice. Prior to making any investment, insurance, financial or legal decision, you should always seek individualized advice from a financial, insurance, legal or tax professional that considers all of the particular facts and circumstances of your situation.
