Ice Cream Social and Social Security Discussion in Dubuque, IA

1545 Associates Dr,Dubuque IA 52002

22 June, 2021

Description

Learn to Retire with Confidence! Join us for this unique learning opportunity. This discussion is open to all retirees and pre-retirees. You will learn important strategies to help you Retire with Confidence. Reserve your seat today, seating is limited due to Covid 19 Safety Protocols. As a National Social Security Advisor, Keith Leverentz will provide unique insight into topics including how to maximize your Social Security benefits and how timing can impact your monthly income. This educational opportunity 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 your retirement strategy- even if you are already collecting Social Security. Topics we will discuss: • How to take advantage of a limited-time Golden Window of Opportunity. • How to maximize your Social Security benefits. • Do 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. • Techniques to build a tax-free lifetime Income for you and your spouse. 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. • Why you shouldn’t only focus on the accumulation of assets when considering your retirement goals. • How to 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. • How to structure Required Minimum Distributions 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.