Social Security & Income Planning Workshop in Longview, TX

3201 N Eastman Rd,Longview TX 75605

08 December, 2022

Description

This educational workshop will provide you with much needed information to help you understand how Social Security works, how to navigate Estate Planning needs, and Medicare and Medicaid Planning functions. After this class you will be able to make informed decisions about all of the above topics in addition to knowing that you too can Retire Smart. TOPICS WE WILL DISCUSS: How did new Social Security Laws affect your retirement strategy?Is "File and Suspend" really gone?Why waiting to take Social Security may or may not be your best move.What happens if your spouse is still working?What if you still are or want to work part-time?What if you are divorced or widowed?How to maximize your Social Security benefits.How you can reduce taxes on Social SecurityAS A BONUS WE'LL ALSO BE GOING OVER THESE IMPORTANT TOPICS: Retirement Strategies How to potentially reduce taxation on your Social Security after you start receiving your benefits.How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.How you can potentially fill the gap between Social Security and your desired Retirement Income. Learn strategies that teach you how to structure RMD's Tax Efficiently.How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.Estate Planning Strategies The 5 most common mistakes made in retirement planning.Learn the difference between Wills & TrustsAsset Protection StrategiesMedicare & Medicaid Strategies Avoid Medicare Scams!Learn the Difference between Medicare Supplements vs Medicare Advantage PlansHealth Plans prior to 65FREQUENTLY 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. Is this sponsored by the Social Security administration? Retire Smart East Texas is not affiliated with the Social Security administration or any other government agency.