Retirement Readiness Educational Workshop in Greenbelt, MD

6404 Ivy Lane,Greenbelt MD 20770

05 October, 2021

Description

There is NO CHARGE for this seminar and all attendees will receive free resources to keep as a reference. You don't want to miss this important event! WHY THIS SEMINAR MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This seminar compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today.  Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement. 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. Hosted by Doug Vincent. Doug Vincent is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 530 Gaither Road, Suite 350, Rockville, MD 20850, Tel: (301) 355-5800MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.CRN202111-255887 Doug Vincent is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 530 Gaither Road, Suite 350, Rockville, MD 20850, Tel: (301) 355-5800 MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.