Maximizing Your Retirement Income Educational Dinner in Wildomar, CA

36370 Hidden Springs Road,Wildomar CA 92595

25 May, 2022

Description

Learn how the Economic Impact of COVID-19 could affect your retirement. Every investor has the Same Goal. We all want to achieve FINANCIAL INDEPENDENCE. Investors are facing many challenges as they plan for retirement, such as: Do I have enough money to retire?Will my money last?Am I prepared for the next market correction?What happens to my retirement accounts if taxes go up?Will my money keep up with inflation?When should l file for Social Security?This Class Will Provide You With Much Needed Information To Help Address These Questions and More! TOPICS WE WILL DISCUSS: Learn the 3 principles for maintaining financial independence for your lifetime.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.Learn strategies that teach you how to structure RMD's Tax Efficiently.How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.How to potentially reduce taxation on your Social Security after you start receiving your benefits.What impact might the Secure Act of 2020 have on the taxes you pay in retirement and/or the legacy you leave behind to your loved ones?Why waiting to take Social Security may or may not be your best move.Learn how to potentially maximize your Social Security benefits.We find that most individuals would like to learn ways to reduce taxes, hedge against inflation and create a lifetime income they can not outlive. This is not a high-pressure sales event. Our goal is is for you to learn how to avoid the most common mistakes people make to better help you in making sound financial decisions. Advisory Services Offered Through Client One Securities, LLC an Investment Advisor. Lund Financial and Client One Securities, LLC are not affiliated.