Broad Based Retirement Planning (SS, Taxes, RMD, etc.)

20 Coogan Boulevard,Stonington CT 06355

04 November, 2021

Description

This Educational Workshop Will Provide You With Much Needed Information To Help You Understand How Social Security Works. This Educational Workshop Will Provide You With Much Needed Information To Help You Understand How Social Security Works. After This Class You Will Have a Better Understanding of How To Make Informed Decisions About Social Security And Understand How The Elections You Make Will Affect Your Monthly Benefits.Complimentary snacks and drinks will be served. 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? · What are the tax implications you should be aware of? HOW THE NEW SECURE ACT COULD IMPACT YOUR RETIREMENT: Changes to the RMD age for some!  IRA Contribution Age Limit Altered Positive Changes for Part-Time Workers What's Happening to Stretch IRAs? Will We See Annuities Included More Often in Workplace Retirement Plans? In addition we'll also be going over these topics that are important as well: · 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 asset allocation can affect the value of your IRA. · Learn about different strategies that could assist you when receiving your RMD 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 a meal be served? Light hors d'eouvres will be served. Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feed back we receive is how nice it is to attend a truly education workshop with no pressure. Is this sponsored by the Social Security administration? Jim Joly is not affiliated with the Social Security adminstration or any other government agency. Securities and Advisory Services offered through Cantella & Co., Inc Member FINRA/SIPC.  Jim began his investment career in 1991 and is celebrating 28 years of providing financial guidance to his clients. Jim specializes in designing, implementing and managing corporate retirement plans as well as providing unbiased financial advice for his clients’ retirement goals. Jim is a Cantella & Co., Inc Registered Principal and currently holds numerous registrations including Series 6, 63, 65, 7, as well as Life, and Health Insurance licenses. Jim is a graduate of the University of Connecticut School of Business. Outside of the office he enjoys spending time with his 3 children – Zach, Liv and Jake as well as snowboarding, and competing in triathlons. He can be reached at 401-884-7707 or [email protected]