Social Security & Income Planning Workshop in Rowlett, TX

5300 Main Street,Rowlett TX 75088

26 August, 2021

Description

Join us for an educational retirement workshop, Thursday, August 26th at 6:30! Every investor has the Same Goal. We all want to achieve FINANCIAL INDEPENDENCE. Investors are facing many challenges as they plan for retirement: *When should l file for Social Security? *Do I have enough money to retire? *Will my money last? *Am I prepared for the next market correction? *What happens to my retirement accounts if taxes go up? *Will my money keep up with inflation? This Educational Workshop Will Provide You With Much Needed Information To Help Address These Question and More! TOPICS WE WILL DISCUSS: • How did new Social Security Laws affect your retirement strategy? • 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 can you reduce taxes on Social Security? AS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS: • 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. • How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan. • How to potentially reduce taxation on your Social Security after you start receiving your benefits. • What impact might the Secure Act of 2020 have on the taxes you pay in retirement and/or the legacy you leave behind to your loved ones? 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 Advisory services are offered by Interlinc Financial Advisors, Inc. a Registered Investment Advisor in the State of Texas. Insurance products and services are offered through Interlinc Financial Advisors, Inc. and Texas Family Insurance, Inc., an affiliated company. Steve & Gayle Meeks are the founders of Interlinc Financial Advisors. They apply their expertise to help clients protect their wealth. Lifestyle & peace of mind. With decades of experience, they use an educational approach, focusing on ensuring that clients have the knowledge needed to make informed decisions for their future. They are tactical thinkers, skills Steve developed as a Navy tactical strategist specializing in Warfare and Search & Rescue during the Cold War/Desert Shield and Desert Storm eras. It’s important to both Steve & Gayle for clients to feel peace of mind & to outlive their money comfortably! Retirement looks different during this unprecedented time. Now is the time to plan for it.