Take Back Control of Your Retirement held in Dubuque, IA

1545 Associates Dr,Dubuque IA 52002

19 May, 2021

Description

Take back control of your Retirement. A complementary class to learn strategies to retire with confidence This educational class will provide you with much needed information to help you understand how Social Security works. After this class, you will be able to make informed decisions about Social Security and understand how the elections you make will affect your monthly benefits. Reserve your seat today, seating is limited due to Covid 19 Safety Protocols Topics we will discuss:How to maximize your Social Security benefits.How did new Social Security laws affect your retirement strategy?Will Social Security be enough?Why waiting to take Social Security may or may not be your best move.As a bonus we will be covering these important topics as well: 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.FREQUENTLY ASKED QUESTIONS: Is there a cost to attend? No, there is no cost to attend. Do I need to bring anything? No, everything you need will be provided. 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? No, we use local Financial Professionals to run each workshop. We are not affiliated with any government entities.