Social Security & Income Planning Workshop in Foxborough, MA

121 Main Street,Foxborough MA 02035

08 November, 2022

Description

You & one guest are cordially invited to attend a complimentary dinner event designed to help you take control of your financial future! Your host, Micheline Dagher, will utilize her vast knowledge of financial planning to help you learn new strategies designed to create reliable, consistent income in retirement, while preserving and potentially reducing taxation of your hard-earned assets. TOPICS WE WILL DISCUSS: 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.Inflation is at a 40 year high. Learn 3 actionable items you must take now to avoid the erosion of your assets.Avoid needless Required Minimum Distributions (RMDs) from your IRAs and 401(k)s.Turn existing IRAs into tax-free accounts 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. Investment advisory services are offered through Foundations Investment Advisors, LLC an SEC registered investment advisor.