Events

Upcoming Workshops

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February 11 - 3:00 PM

We’re going to cover a few topics, all of which are designed to give you a brief overview of Social Security benefits. We will also be discussing the changes to Social Security over the past few years.

-Social Security 101
-Maximizing Social Security Benefits
-The New Social Security Landscape

 

rmd

February 13 - 11:00 AM

Make your retirement happen! Everyone’s situation is different. It’s not too late for retirees in their 60s when withdrawals are penalty free, RMDs haven’t yet kicked in and disbursements are likely to be taxed at a lower rate because the recipient is no longer working. Join us to learn more!

•How to calculate your required amount and its tax liability
•If your beneficiaries are set up for maximum tax efficiency
•Strategies retirees should consider when they DO NOT NEED their RMDs
•If your asset allocation and withdrawal strategies are appropriate for RMDs
•When you have to take your RMDs, and if there are any exceptions
•How they can impact your Social Security
•How new 2018 tax reform might impact you