Maximizing Your Retirement Workshop in Oviedo, FL

357 Center Lake Lane,Oviedo FL 32765

25 July, 2022

Description

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.Learn what impact the Secure Act of 2020 might have on the taxes you pay in retirement and/or the legacy you leave behind for 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 cannot 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. The views, information, or opinions expressed during this event are solely those of the presenter(s) and do not necessarily represent those of Oviedo Amphitheatre and Cultural Center and their employees. The content presented or offered through handout materials is provided for information purposes only, is not a guarantee of future success, is subject to change, and is not intended to serve as the basis for financial decisions. Oxford Advisory Group is not affiliated with the U.S. government, Social Security Administration, U.S. Centers for Medicare & Medicaid Services, or any governmental agency.