THIS EDUCATIONAL WORKSHOP WILL PROVIDE YOU WITH MUCH NEEDED
INFORMATION TO HELP YOU UNDERSTAND HOW SOCIAL SECURITY WORKS. AFTER
THIS CLASS, YOU WILL BE ABLE TO MAKE INFORMED DECISIONS ABOUT SOCIAL
SECURITY AND UNDERSTAND HOW THE ELECTIONS YOU MAKE WILL AFFECT YOUR
MONTHLY BENEFITS.
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 SECURITY.
AS A BONUS WE'LL ALSO BE GOING OVER THESE TOPICS THAT ARE IMPORTANT AS
WELL
· 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.
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.
_IS THIS SPONSORED BY THE SOCIAL SECURITY ADMINISTRATION?_
JOHN T. KELLY IS NOT AFFILIATED WITH THE SOCIAL SECURITY
ADMINISTRATION OR ANY OTHER GOVERNMENT AGENCY.
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30/01/2020 Last update