Maximizing Social Security & Retirement Income Planning Seminar

803 South College Road,Wilmington NC 28403

20 April, 2021

Description

The Most Recent Legislation and Tax Increases Threaten your IRA and Retirement Plans. Take steps now to Maximize Retirement and SSI. This educational workshop will cover hands-on strategies geared toward life-long planning and a successful retirement. After this class you will understand the importance of optimizing Social Security and retirement income streams. Here's an overview of what we'll cover: • Strategies to reduce your income tax liability in 2021 and beyond. • How do the new Social Security laws affect your retirement strategy • How to protect your financial legacy against the devastating, tax-accelerating downside of the SECURE Act. • How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits and minimize taxes. • What are your Social Security options if you are divorced or widowed. • Gifting and Wealth Transfer maneuvers following the SECURE Act. • Strategies to deal with changes to favorable capital gains rates and the estate step-up in basis provision. 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. • Learn strategies that teach you how to structure RMD's Tax Efficiently. **DUE TO SOCIAL DISTANCING STANDARDS, THE CLASS SIZE WILL BE STRICTLY LIMITED. MASKS WILL BE REQUIRED*** Are you in the high risk health group? Can't make this time? That's okay! We are here for you. Click the following link to schedule an appointment to learn more about this vital retirement information. Click Here To Schedule An Appointment