Social Security & Retirement Planning Workshop in Florence, KY

600 Meijer Drive,Florence KY 41042

13 May, 2021

Description

Learn how the economic impact of COVID-19 can affect your retirement. Learn vital rules that could affect the amount of retirement benefits you collect, as well as strategies for coordination Social Security with other sources of retirement income!  UNDERSTANDING YOUR SOCIAL SECURITY BENEFIT OPTIONS One of the most important decisions you need to make before retiring is when and how to claim your Social Security benefits.  Almost all retirees apply for Social Security as soon as they become eligible at age 62.  By doing so, you may significantly and permanently impact your income and benefits for the rest of your life.  The difference between the best and worst possible decision about when to start Social Security can be well over $100,000. BALANCED FINANCIAL INFORMATIONThis course is designed to give each attendee a comprehensive and Plain-English financial education, while also exposing various pitfalls and risks that threaten to derail many retirees today. This event is purely educational – no specific products or services will be offered. 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 Security. · PLUS: The new Tax Cuts and Jobs Act contains some of the most sweeping changes the tax code has seen in over 30 years. Being informed on how these important changes may affect you and your family is pivotal. AS A BONUS WE'LL ALSO BE GOING OVER THESE TOPICS THAT ARE IMPORTANT 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 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, 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. 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 Investment advisory services offered by duly registered individuals through ChangePath, LLC a Registered Investment Adviser. ChangePath, LLC and Creative Asset Solutions are unaffiliated entities.