The Secret to a Secure, Happy Retirement in Beaumont, TX

150 Magnolia Street,Beaumont TX 77701

30 September, 2021

Description

Connecting the four pillars of a Secure, Happy Retirement: Social Security, Medicare, Tax Reduction, and Sustainable Income. 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 benefitsHow you can reduce taxes on Social Security.What is Medicare & potential gaps in coverageIs a Medicare Supplement Plan better than a Medicare Advantage PlanHow to get Sustainable Income you cannot outliveHow 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 refreshments be served? Yes, we will have light refreshments available. Is this sponsored by the Social Security administration? Tim Romero is not affiliated with the Social Security administration or any other government agency. Timothy L. Romero is a licensed financial services and insurance professional. Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and Romero Retirement Strategies are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. Tim Romero is the owner of Romero Retirement Strategies and is a certified financial fiduciary. Tim came to work with his father in 2006 and took over day-to-day operations upon his passing in 2010. Romero Retirement Strategies specializes in low risk investment strategies designed to be defensive during times of market volatility and opportunistic during times of growth. This allows their clients to secure a worry-free retirement. It is their goal to help all of their clients create a comprehensive financial plan that is designed to secure their financial future and also to ensure peace of mind for themselves and for their loved ones.