Maximizing Social Security Workshop in Wallingford, CT

6 Fairfield Boulevard,Wallingford CT 06492

13 September, 2022

Description

TOPICS WE WILL DISCUSS: How current Social Security laws and regulations could affect your benefits.If you have already filed, can you make a change?Is delaying your benefits the right choice for you?Why waiting to take Social Security may or may not be your best move.How your benefits are affected if you or your spouse are still working. What if you still are or want to work part-time?What to do if you are divorced or widowed.Strategies that you may not be aware of to maximize Social Security benefits. How you can reduce taxes on Social SecurityAS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS: Ways to 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. How early should I arrive? Please arrive 5-10 minutes before the scheduled start time.