LEARN STRATEGIES AIMED AT MINIMIZING YOUR TAXES AND RETIRE CONFIDENTLY

Social Security is often the largest source of income for most retirees. Make sure you GET THE FACTS BEFORE YOU FILE! Making the wrong choices could cost you! All Attendees can receive a complimentary Social Security Maximization analysis.

WE WILL DISCUSS:

• Outside-the-box concepts for retirement income distribution
• How to create a tax-focused retirement plan
• Learn why retirement is a major women’s issue
• Learn strategies aimed to maximize retirement income without giving up legacy objectives
• How to avoid benefit reductions

LEARN HOW INFLATION, TAXES AND MARKET VOLATILITY MAY IMPACT YOUR PLANS FOR RETIREMENT

At this educational workshop we will discuss:

• Inflation: Did the recent 40-year high inflation rate of 6.04% just cause a retirement setback?
• Recession: Could the economy collapse? What happens if the markets dive just as you retire?
• Taxes: How future tax rate increases may affect your retirement, and will you be left with enough money?
• Government: How will the new legislation and government spending impact your bottom line and retirement nest egg?
• SECURE Act 2.0: Learn what your new required minimum distribution age is.

Maximize Social Security benefits

• Retirement won’t plan itself
• Develop a retirement plan with confidence
• YOU have to retire on your planning strategies, not your adviser
• Learn to not worry about running out of money

Join us in Room 2165 at Shasta College to learn more!