About this Event
This educational workshop will provide you with 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 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 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.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. Foundations Investment Advisors, LLC and Liberty Hill Financial Planners are unaffiliated entities. Third-Party Custodian services provided by Charles Schwab. Insurance, other financial products, and tax planning services, are offered separately through Liberty Hill Financial Planners, LLC. Not endorsed by any media outlet. We do not offer legal advice. Always consult with qualified legal professionals regarding your own unique situation.
Event Venue & Nearby Stays
Oak Brook Public Library, 600 Oak Brook Road, Oak Brook, United States
USD 0.00
