Retirement YOU Workshop in Nampa, ID

215 12th Avenue South,Nampa ID 83651

19 January, 2022

Description

*** Safety measures will be in place regarding recommended COVID-19 precautions*** 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 SecurityAS 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. Investment advisory services are offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. Matt Rowley was raised in Salt Lake City, Utah and is the proud father of his son, Ascher, and three daughters, Piper & Sage and recently born Hollis. Matt is very proud to be an Approved Member of the National Ethics Association. Due to values instilled through a strong family culture, a humanitarian service mission in Argentina, and service in the United States Military, Matt believes that honesty, integrity and the truth are more important than anything. When Matt established Freedom Retirement Services, LLC he set out with an objective to help clients eliminate as much confusion as possible in planning their financial future. Freedom Retirement Services, LLC and Matt Rowley are very diligent in helping their customers achieve their long term financial objective by utilizing insurance products. Matt believes everyone should have someone with honesty, integrity and a commitment to help make things simple and less complicated.