Coordinating Social Security and Retirement Income in a Tax Efficient Manner

Why isn't anyone talking about how to convert my retirement accounts into retirement income?

If the thought of retirement seems more intimidating than exciting, you’re not alone! By breaking the retirement planning process into smaller, more manageable pieces, you can take the steps towards protecting and maximizing your hard-earned money.

Please Join us for this complimentary informational seminar at The Business Incubator at Brenau. We will discuss how to create a solid life after work plan.

Seating is limited, so sign up today!

Did you know?

• Many aspects of the new SECURE Act went into effect January 2020.
• Before and during retirement, it is important to develop and adhere to a sound financial strategy that helps you weather market fluctuates
• A couple will spend an estimated $245,000 on healthcare throughout retirement
• Inflation can lower the value of your savings from year to year
• Nearly 60% of retirees don’t budget for entertainment and activities

We will be discussing:

• Learn how the SECURE Act affects your retirement.
• Draw retirement income in a tax advantaged way.
• Collect Social Security while still working.
• Create a strategy to protect your income and investments.
• Postpone Social Security income.
• Ensure you don't outlive your money.
• Minimize the downside of market exposure.

When it comes to retirement income, growth, and inheritance planning, you may not be able to predict the future, but you can educate yourself and prepare for it!

Spouses are encouraged to attend!

Seating is limited. Register now!