Maximizing 401K & Social Security Workshop & Catered Dinner in Lincroft, NJ

765 Newman Springs Road,Lincroft NJ 07738

02 November, 2022

Description

TOPICS WE WILL DISCUSS: 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. How IRA’s and 401k’s cause Social Security taxation How current Social Security laws and regulations could affect your benefits. Is delaying your benefits the right choice for you? How your benefits are affected if you or your spouse are still working. What to do if you are divorced or widowed. If you have already filed, can you make a change? Ways to potentially fill the gap between Social Security and your desired retirement income. Answers to frequently asked Social Security questions. WHY LOSSES DURING RETIREMENT MATTER The impact of dramatic market loss in retirement Is “buy and hold” appropriate in retirement? How to shield your assets from stock market volatility Why “asset allocation” alone may not be enough How to truly diversify your retirement portfolio