Social Security Workshop in Clemson, SC

230 Madren Center Drive,Clemson SC 29634

08 December, 2021

Description

This Educational Workshop Will Provide You With Much Needed Information To Help You Understand How Social Security Works. After This Class, 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 Security AS A BONUS WE'LL ALSO BE GOING OVER THESE TOPICS THAT ARE IMPORTANT AS WELL How to potentially reduce taxation on your Social Seucrity after yo ustart receiving your benfits. 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 benfits for you and your spouse. Learn strategies that teach you hwo 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. Is this sponsored by the Social Security administration? Matt Dixon is not affiliated with the Social Security administration or any other government agency. TruNorth Advisors is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals Resolute Capital, LLC. Resolute Capital, LLC and TruNorth Advisors are affiliated companies. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of TruNorth Advisors is stated or implied. Our firm is not affiliated with the U.S. government or any governmental agency. All media appearances are paid placements. Matt Dixon wrote the firm’s latest book, titled RANT – “Retirement Approach No Taxation.” He believes retirees should truly examine their retirement with a mindset he calls “the new unemployment,” so that they may plan more carefully. He provides guidance to help you develop an overall retirement strategy and offers a variety of insurance and investment products to help achieve the objectives of that strategy. Matt is nationally recognized for his tax-free strategy approach to retirement income. He has over eight years of experience in the financial services industry and has been an educator to the public for three years. He is also a featured host on the WGTK radio station and makes guest appearances on local news stations in the Upstate.