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Retirement Plans, Social Security Medicare, Taxes
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MAXIMIZING SOCIAL SECURITY
HARVESTING RETIREMENT PLANS
IF THERE WAS A WAY TO SIGNIFICANTLY INCREASE YOUR LIFETIME BENEFITS… WHEN WOULD YOU WANT TO KNOW ABOUT IT ?
Topics covered in this workshop:
For retirement success, income is the key. And when it comes to income, what is most prized is stable, permanent income that is tax efficient and will increase to offset inflation. A focus on optimizing your Social Security could result in significant additional income at a time in your life when you’ll need it the most. In this course you will learn about retirement, spousal and survivor benefits, and ways to maximize Social Security's total lifetime benefit.
BEING “TAX-WISE” IN RETIREMENT MIGHT MEAN MORE SPENDABLE INCOME
Topics covered in this workshop:
There are at least two ways people can try to increase retirement income.
One approach is to switch to risky securities and hope for an increase in yields. But this can mean greater exposure to market fluctuations and a higher risk of investment losses. Another approach that might work under certain circumstances is to Help reduce the tax exposure of some portion of retirement income. In this course you will learn about concepts that could result in a reduction in future taxes for some retirees.
MANAGING IRA, 401K, TSP AND OTHER
DO-IT-YOURSELF RETIREMENT PLANS
Topics covered in this educational webinar:
Baby boomers will be the first generation who have had to rely on 401(k), IRA and other do-it-yourself retirement plans for life long retirement income. This adds many more challenges to the task of managing retirement plan money. It is your responsibility to decide how to invest your plan balances in a way that manages market fluctuations, combats inflation and provides income that will last a lifetime. In this course you will learn strategies for combating the only real financial risk that exists for most retirees, a future reduction in your standard of living.
Your Event Host:
Victor F. Green Sr.
Investment Advisor Representative
When it comes to today's market environment, informed investors are employing the concept of a sustainable income portfolio. Renewable income solutions wont require you to cannibalize the principal balance of your nest egg. Instead, you can place your hard-earned savings in investment strategies that generate consistent streams of income, while helping to ensure the return of your original principal.
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VICTOR F. GREEN SR.
Places on the live webinar are limited!
Reserve your seat now and join us live for the webinar that will change the way you think about Retirement Plans, Social Security, Medicare, Taxes.
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