Broker Check
18 Sept
Retirement Income Planning Workshop in Jacksonville, FL

Description

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.

Date and Time

Sat, Sep 18, 2021

11:00a - 12:30p EST

Location

University of North Florida

Adam W. Herbert University Center | 12000 Alumni Drive
Jacksonville , FL 32224
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PT1H30M

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