Social Security & Income Planning Workshop in Longview, TX

3201 N Eastman Rd,Longview TX 75605

15 May, 2023

Description

This educational workshop will provide you with much needed information to help you understand how Social Security works, how to navigate Estate Planning needs, and Medicare and Medicaid Planning functions. After this class you will be able to make informed decisions about all of the above topics in addition to knowing that you too can Retire Smart. 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 SecurityAS A BONUS WE'LL ALSO BE GOING OVER THESE IMPORTANT TOPICS: Retirement Strategies How to potentially reduce taxation on your Social Security after you start receiving your benefits.How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.How you can potentially fill the gap between Social Security and your desired Retirement Income. Learn strategies that teach you how to structure RMD's Tax Efficiently.How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.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. Is this sponsored by the Social Security administration? Retire Smart East Texas is not affiliated with the Social Security administration or any other government agency. To opt-out of receiving emails from Eventbrite, you can click on the "Unsubscribe" link located at the bottom of any promotional email that you receive from Eventbrite. Alternatively, you can also manage your email preferences by logging in to your Eventbrite account, going to the "Emails" section, and adjusting your email settings according to your preferences. It's worth noting that even if you opt-out of receiving promotional emails, you may still receive transactional emails related to events that you have registered for or created. These emails are necessary for the functioning of the Eventbrite platform and cannot be opted-out of.