Social Security Workshop Hosted in Fort Worth, TX

4001 Library Lane,Fort Worth TX 76109

21 October, 2021

Description

Learn how the economic impact of COVID-19 can affect your retirement. 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 SecurityThe New Secure ActHow to Ensure your Retirement Portfolio is election resistantAS A BONUS WE'LL ALSO BE GOING OVER 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. "I work with clients to understand their current financial situation, explain what tools can be used to meet their financial goals, and maintain close contact to ensure the goals that were mapped out are on course." Brett Ruddell is a native Texan, who grew up in the TCU area. After serving four years in the United States Air Force, Brett attended the University of Texas at Arlington and received his degree in Business Finance. Brett founded Ruddell Financial Service in 2000. He is also the owner/mortgage broker of Fort Worth Financial L.L.C which he founded in 2006. Currently he is a board of director for the National Association of Insurance and Financial Advisors of Fort Worth, and was President of NAIFA-FW in 2015-2016. In his spare time Brett likes to give back to his community. He will be going on his 14th year volunteering as an AARP Tax-Aide counselor, preparing taxes for those age 60 and older free of charge.