About this Event
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?
Investment Advisory Services offered through Brookstone Capital Management, LLC. Brookstone Capital Management is a Registered Investment Advisor. Cox Strategic Wealth Management and Brookstone Capital Management are independent of each other. Not affiliated with or endorsed by the Social Security Administration or any government agency.
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Event Venue & Nearby Stays
Carson City Library, 900 North Roop Street, Carson City, United States
USD 0.00