Savvy Social Security Planning Course in College Station, TX

177 Joe Routt Boulevard,College Station TX 77844

24 January, 2023

Description

This Educational Event will provide you with timely and meaningful information pertaining to coordinating your Social Security benefits with your retirement income planning! Most Baby Boomers know that they can begin Social Security benefits at some point in the future. The decision of when to apply for benefits is one of the most important questions you’ll face as you approach retirement. There are many factors unique to your situation and understanding your optimal age to begin could make the difference of many thousands of dollars over your lifetime. Coordinating your Social Security with your overall retirement income planning is easy once you have the relevant facts and math on the table. Social Security Topics To Be Discussed: • How does the new Social Security laws affect your retirement strategy? • How could you potentially reduce taxes on Social Security? • Should you begin SSI at 62, 67, 70 or somewhere in between? • How does SSI spousal, widow, and divorced benefits affect you? • What claiming strategies are available today, and who could benefit? Bonus Topics: • How could a downturn in the market early in retirement affect your income strategy? • Should you be considering a Roth or partial-Roth Conversion? • Do you have a written Structured Income Plan to provide a roadmap of where your income will derive from during your retirement years? • What is your plan when your health fails? Long-term care insurance isn’t right for everyone, but a long-term care plan is. About Your Speaker: Jim E. Sloan is a Financial Advisor and Six-Time Author. Jim has been featured in or seen on local and national media outlets for his perspective on financial topics pertaining to baby boomers and retirees, such as The Wall Street Journal, Forbes, Fox Business, MarketWatch, Reuters, Fox 26 Houston, The Denver Post, the Houston Medical Journal, and others. Investment advisory services offered only by duly registered individuals through MariPau Wealth Management, LLC. Insurance products offered by Jim Sloan & Associates, LLC. Jim Sloan & Associates, LLC and Maripau Wealth Management are not affiliated entities.