About this Event
TOPICS WE WILL DISCUSS:
- Did you know that there could be a hidden tax on your Social Security?
- 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
YOUR RETIREMENT SAVINGS MAY BE IN SERIOUS JEOPARDY!
With the underfunding of Social Security and Medicare, your own retirement savings may be used against you, resulting in the following:
- Higher Medicare Premiums (IRMAA)
- Money Lost in Social Security Benefits
- Potential Higher Taxes
WHAT TO EXPECT:
- Ways to keep more of your Social Security benefit.
- How to potentially avoid IRMAA.
- Create strategies that are 100% tax-free and avoid market risk.
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.
Every attendee will receive a SSI Optimization Report and a custom summary showing the impact of IRMAA and how you may be able to avoid it.
“If you have higher income, the law requires an adjustment to your monthly Medicare drug coverage premiums.” - Medicare
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.
Event Venue & Nearby Stays
Chilson Recreation Center, 700 East 4th Street, Loveland, United States
USD 0.00
