Maximizing Social Security and Retirement Workshop

101 East Hunt Street,McKinney TX 75069

18 December, 2022

Description

MAXIMIZING SOCIAL SECURITYStrategies that you may not be aware of to maximize Social Security benefits.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.RETIREMENT INCOME PLANNING Ways to potentially fill the gap between Social Security and your desired retirement income. How to accumulate dollars in the right types of accounts for future retirement income. How IRAs and 401ks cause Social Security taxation.WEALTH MANAGEMENTHow rising taxes may affect your retirement cash flow.Medicare, healthcare costs & considerations in retirement.Retirement distribution pitfalls.Why losses during retirement matter.Reserve Your Seat Today!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. Investment advisory services are offered through Provision Asset, LLC, a Registered Investment Advisor in the state of Texas. Insurance products and services are offered through Provision Retirement, LLC, or through our team of independent agents. Provision Asset, LLC and Provision Retirement, LLC are affiliated companies. Provision Asset, LLC and its advisors do not render tax, legal, or accounting advice