Retirement U Workshop in Torrington, CT

12 Daycoeton Place,Torrington CT 06790

01 September, 2021

Description

*** Safety measures will be in place regarding recommended COVID-19 precautions*** Masked Required at this Venue. This Educational Workshop 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. 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 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. Is this sponsored by the Social Security administration? Jay Dorso is not affiliated with the Social Security administration or any other government agency. I have been in the Financial Industry over 25 years. I own and operate a company called Quality Senior Benefits LLC. Quality Senior Benefits LLC is BBB Accredited and National Ethics Certified. I specialize in helping Seniors and Pre Seniors with every area of their Retirement Planning from Medicare Supplement & Medicare Advantage Plans, Medicare Part D Plans, Social Security Planning, Life Insurance, Burial Plans, Senior Dental Plans, Long Term Care Planning , 401k Rollovers, Estate Planning, Retirement & Lifetime Income Planning and much more. I have been featured on many radio shows, books, newspapers and magazines regarding my expertise in helping people in all area of Retirement Planning. I donate a lot of my free time back to my community being on the Board of Finance for Plymouth, Plymouth Park & Rec Basketball Program, Special Olympics Volunteer, and more. I am married to my wife Lori and have son Evan & daughter Kylee.