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 you make will affect your monthly benefits.
TOPICS WE WILL DISCUSS:
- Could Social Security go broke?
- How does my Full Retirement Age impact my monthly payment?
- What is the “breadwinner” provision for couples?
- Could a government pension impact my or my spouse’s social security payment?
- How will my Social Security be taxed?
- What are the potential pitfalls of starting Social Security payments at ag 62?
- Why is working 35 years important in determining my Social Security payments?
OTHER IMPORTANT TOPICS:
- 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.
This event is not endorsed or sponsored by Blue Ridge Community College or affiliated with the federal government. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these events. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists. Not for Financial Advisors or Insurance Agents.
Event Venue & Nearby Stays
Blue Ridge Community College - TEDC Building, 49 East Campus Drive, Flat Rock, United States
USD 0.00
