Social Security Educational Workshop in Pelham, AL

2000 Pelham Park Boulevard,Pelham AL 35124

24 February, 2022

Description

Learn how the Economic Impact of COVID 19 can 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 SecurityThe New Secure ActHow to Ensure your Retirement Portfolio is election resistantAS A BONUS WE'LL ALSO BE GOING OVER 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. Is this sponsored by the Social Security administration? Andrew Nida is not affiliated with the Social Security Administration or any other government agency. Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered investment advisor. AMG-Inc and its President, Andrew Nida, are one of the few "Fiduciary"​ wealth management firms in the greater Atlanta area. Since 2009, AMG-inc has been providing financial services to high net worth clients with unique skill set in advanced planning for the affluent small business.We are driven to provide our clients with clear, unbiased advice that enhances their quality of life and leads to sustained and actionable solutions.