RetirementMAX Workshop in Birmingham, AL

3950 Colonnade Parkway,Birmingham AL 35243

13 May, 2021

Description

Join us for an educational seminar covering Social Security, safety in retirement, and retirement income planning. TOPICS WE WILL DISCUSS: Do you have a Retirement Plan? What can I do to simplify money in Retirement? What are the major planning phases in Retirement? What has changed in social Security and what are the proposed changes? How did the new social security laws affect my retirement strategy? Why Waiting to take Social Security may or may not be the best move. How to maximize Social Security Benefits. Maximizing your Income during retirement. 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.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. ***DUE TO SOCIAL DISTANCING STANDARDS, THE CLASS SIZE WILL BE STRICTLY LIMITED. MASKS WILL BE REQUIRED***