Social Security & Income Planning Educational Lunch at Seasons 52

8650 Keystone Crossing,Indianapolis IN 46240

19 February, 2022

Description

Reserve your seat now, tickets well sell out fast! WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement. TOPICS TO BE COVERED INCLUDE • How to avoid the #1 fear for retirees: Running Out of Money. • The latest Social Security changes and how to maximize the benefit your tax dollars paid for. • What is the SECURE Act of 2020 and how could it effect your retirement? • The impact of fees, taxes and penalties on your retirement income and what you can do about it. • The 6 questions every successful retirement plan needs to answer. • How to turn retirement accounts into paychecks for life. • How to limit or avoid huge market losses without sacrificing competitive return rates. Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment advisor.Are you in the high risk health group? Can't make this luncheon time? That's okay! We are here for you. Click the following link to schedule an appointment to learn more about this vital retirement information. Click Here to Schedule An Appointment