Social Security Educational Workshop in Fort Worth, TX

4001 Library Lane,Fort Worth TX 76109

10 February, 2022

Description

Learn how the economic impact of COVID-19 could 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 Security.HOW THE NEW SECURE ACT COULD IMPACT YOUR RETIREMENT: Changes to the RMD age for some!IRA Contribution Age Limit AlteredPositive Changes for Part-Time WorkersWhat's Happening to Stretch IRAs?Will We See Annuities Included More Often in Workplace Retirement Plans?AS A BONUS, WE WILL COVER THESE OTHER 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. Is this sponsored by the Social Security administration? Lucas Longino is not affiliated with the Social Security administration or any other government agency. Investment advisory services offered through Foundations investment advisors, LLC, an SEC-registered investment advisor. Lucas attended the University of Arkansas before moving to the Fort Worth area in the late 90’s. He has spent the last 18 years in the insurance and financial services industry. Lucas spent 8 of the last 10 years working with police officers and fire fighters in North Texas, insuring their lives and incomes while they were working, and then helping them plan their retirements. In January 2018, Lucas transitioned into focusing solely on the retirement planning aspect of his business. He holds a Finra Series 65 Fiduciary license as well as a Group I Life and Health License.