Social Security Strategies – Matt Ross Community Center

Join us to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor benefits for widowed and divorced spouses Five […]

Taxes in Retirement – Liberty Community Center

Join us to learn: Ways taxes can increase in retirement Why taxes are the biggest retirement threat you haven’t addressed How to design your retirement to be “tax-conscious” Tried and true strategies to protect your retirement from tax and legislative risk How the budget debate in Washington could negatively affect your retirement The government’s estate plan for your IRA/401K … and how to avoid […]

Retirement Planning

Join us as we discuss: Tax rate risk Retirement income planning Maximizing Social Security Retirement distribution pitfalls Why losses during retirement matter