About this Event
Complimentary Panera Boxed Lunch will be provided.
**Your registration tickets are not final until our office (Truckee Financial) has reached out and confirmed your attendance. We appreciate your understanding and patience as we work to confirm your registration.**
Every retiree has the Same Goal. We all want to achieve FINANCIAL INDEPENDENCE. Retirees 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
