Retirement Planning Dinner Seminar in Spring Hill, TN

2076 Wall Street,Spring Hill TN 37174

02 February, 2023

Description

TOPICS WE WILL COVER: TAX RATE RISK Why experts say tax rates could doubleHow rising taxes may affect your retirement cash flowThe “Catch 22” of 401k’s and IRA’sHow lost deductions may affect your taxes in retirementRETIREMENT INCOME PLANNING The three basic retirement accountsHow to accumulate dollars in the right types of accounts for future retirement incomeWhat’s better for you: tax-deferred or tax-free accounts?How to define a “true” tax-free investmentWhen should you convert to a Roth?How IRA’s and 401k’s cause Social Security taxationStrategies to reduce or eliminate taxes in retirementMAXIMIZING SOCIAL SECURITY The causes of Social Security taxationThe Social Security thresholds you need to be aware ofThe real cost of Social Security taxationStrategies to eliminate Social Security taxationSocial Security maximization strategiesFILING FOR MEDICARE: How and when should I sign up for Medicare?What do I need to know before enrolling in a Medicare plan?What are Medicare parts A, B, C, and D?Medicare coverage, cost and the need for supplemental insurance.What you need to know during open enrollment.Will you have an Income Related Monthly Adjustment Amount?How to use Medicare to pay for Hospital visits, doctor appointments and pay for prescription drugsHow to get extra assistance paying for prescription drugs in retirementWhich plan is right for youFREQUENTLY 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. Is this sponsored by the Social Security administration? Greg Lynch is not affiliated with any government entities.  Investment advisory services are offered through Foundations Investment Advisors, LLC, a SEC registered investment advisor.