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Retirement Plans, Social Security Medicare, Taxes

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MAXIMIZING  SOCIAL SECURITY

HARVESTING RETIREMENT PLANS

TAX

WISE RETIREMENT

FREE! 45-Minute 

IF THERE WAS A WAY TO SIGNIFICANTLY INCREASE YOUR LIFETIME BENEFITS… WHEN WOULD YOU WANT TO KNOW ABOUT IT ?

Topics covered in this workshop:

  • Retirement Benefits
  • Benefits for Spouses
  • Divorced Spouse Benefits
  • Benefits for Surviving Spouses
  • Taxation of Benefits

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.

FREE! 45-Minute 

BEING “TAX-WISE” IN RETIREMENT MIGHT MEAN MORE SPENDABLE INCOME

Topics covered in this workshop:

  • Taxable Retirement Plans
  • Roth Conversion Strategies
  • Social Security's Tax Torpedo
  • Increased Cost of Medicare
  • The Single Biggest Mistake!

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.

FREE! 45-Minute 

MANAGING IRA, 401K, TSP AND OTHER
DO-IT-YOURSELF RETIREMENT PLANS

Topics covered in this educational webinar:

  • Income and Market Fluctuations
  • Boosting Guaranteed, Increasing Income
  • Boosting After-Tax Spendable Income
  • The Social Security, Retirement Plan Relationship
  • The Single Biggest Retirement Mistake

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.

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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.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Goodman Green Wealth Management and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Goodman Green Wealth Management and Sound Income Strategies LLC are not associated entities.